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The Internal Revenue Service used an example for distribution rules of inherited IRAs that had some financial advisers worried. Investors...

My client’s aunt died in 2020 and left her IRA to a Revocable Trust, which did not meet the requirements...

Question: Your newsletter is so helpful, and your book was a great resource to me when my mom passed away 5 years ago and I inherited her IRA. I am 76 and have not taken my RMD for 2021. Should I pass away and my wife age 69 transfers my IRA to hers, must my RMD for 2021 be taken first? Thanks much. A columnist in the Chicago Tribune led me to you years ago. F. Perry

Client died in January 2021, before his RMD was distributed for 2021. Scheduled distribution date for the RMD is in...

https://irahelp.com/slottreport/more-after-tax-plan-contributions This question is actually in response to Ian’s article: In example 3 of the article, what if the Jamir...

My wife and I are in our seventies and would like clarification on the Stretch aspect as it may apply...

We have a Solo 401k client that is wanting to make after tax contributions for Super Roth purposes. Client over...

i am 71 year not taking RMD this year. If i want to convert part of IRA to ROTH IRA...

I received an e-mail on April 6 from the administrator of my employer’s 401(k) plan informing me that I would...

Client is a 66 year old Male with early onset dementia. Agent had client sign 401k rollover forms to move...