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How does purchasing a QLAC impact the 8606 calculation?  Could this be a strategy for isolating after tax money in...

Please confirm my assessment: Client wants to contribute after-tax dollars in his 401(k) and immediately convert them to Roth 401(k)...

My client has a nondeductible IRA. He has been tracking the basis in this nondeductible IRA each year with the...

I have a client who is going to do a $7000 Roth conversion from their 529 plan in 2025.  This...

Hello.  Did the Bene. IRA 10 year rule get modified for those IRA beneficiaries of deceased owners who passed after...

Sorry to bother about this.  I just finished reading  the article in the October IRA Advisor by guest IRA expert,...

Hello.  I had a client that worked for a local, non-profit hospital system.  He would contribute the maximum to his...

I have a client whose husband passed away in 2020 and the living spouse is currently age 54. At that...

Successor beneficiary here of a traditional IRA. The first beneficiary (mom) was a spouse, mom inherited after original owner (dad)...

I have a few follow up questions: Wasn’t the requirement to take RMDs from inherited IRAs waived for 2024? If...