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Client had a 401k with pre and after-tax contributions. The company sent the pre-tax money directly to the client’s account...

Client has after-tax contributions to a savings plan. The account has been rolled over into an IRA. Custodian has kept...

I have inherited an IRA from my mother, who, in turn, inherited the IRA from my sister. My sister was...

401(k) account contains after-tax dollars plan offers in an IPRC feature participant wants to convert basis (after tax) dollars only...

My husband and I are 68 and 69, haven’t taken social security yet and have traditional IRA’s. I reexamine converting...

My question involves the completion of IRS Forms 1099-R in connection with the following Slott Report, which outlines a 3-step...

Is it better to wait to take RMDs after the December dividend is declared or doesn’t it matter?

I have a client that passed away in 2018 before his required beginning date. He left his IRA to his...

My 84 year old dad passed away in March 2019. He did not take his RMD for 2019, and his...

Jon, one additional fact – my sister passed four months after my Mom passed – Mom died in March and...