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My husband is a sole practitioner who turned 67 in 2019. He will turn 70 in March 2022. He has...

We have a client that has a large balance in his 401(k) plan – roughly $1 million. He is a...

A Few years ago a large Roth was transferred in error to a TIRA. In amended returns with 5329 and...

Any software recommendations for estimating income tax on Roth conversions? I have Brentmark’s Retirement Plan Analyzer software but there are...

I understand that after-tax contributions in an employer plan can be rolled over into a Roth IRA. Does the same...

Hi, I have a new client who has been contributing to a Roth account for the past few years even...

Can anyone make an after tax contribution to an IRA regardless of income or available employer plan, then convert those...

My regular IRA has some after-tax contributions in it. I am a federal retiree, and so also have a TSP...

Hello, I have a client who is self-employed and operates under a sole proprietorship. In 2018 before I met him...

Have a client who is married with 2 adult children who are both in their 40’s. Estate planning goal is...