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My client, Susan, age 81, passes away in late January 2025. She has a traditional IRA with $900,000. One beneficiary,...

Hello Alan, I have a client who is executing a 60 day rollover following a mistake by the 401k plan...

The pro rata rule applies if a person makes a non-deductable contribution to an ira and converts after tax funds...

Quote at the bottom of pages of IRA. ISSUE:  Written at the bottom of pages in the “inherited Trust” IRA...

Hello- Husband owns a business. Wife is part-time W2 of the business. No other employees. It is an LLC that...

I have been contributing to a 529 plan since my was born more than 15 years ago. I am the...

The clients are aged 86 (husband) and 72 (wife). He has owned this NQ Annuity since 2013. It has an...

My client is 66 in 2025, and inherited an IRA from her mom who passed away at the end of...

if a son inherited a stock from his father and the the basis was stepped up and then 2 months...

In the draft 2025 1099R Inst, the IRS has introduced a new distribution code Y to report QCDs. This means...