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A client has a 401k balance of $1 million. Included in this $1 million balance is an after-tax contribution balance...

Can you address underpayment penalty of paying taxes of a Roth Conversion?  I understand to max dollars to your Roth...

Good afternoon, I am finding conflicting guidance on this matter and would appreciate your help. Are “mega backdoor” roth conversions...

Have client whose wife passed away. She has an IRA and a retirement account with Thrift Savings Plan. Questions: does...

My wife recently passed away and I inherited her Roth IRA.  Both Roth accounts were opened in 2014, so they...

If a client’s spouse passes away and they initially elect to have the IRA titled as an Inherited IRA, is...

A client is 58 years old, has been with ATT for 27 years, and is still actively employed. Her CPA...

Hi, I had a 401(K) account with one of my previous employers that had both traditional and Roth 401(K) contributions...

Hello- Husband owns business that flows to Schedule C and nets about $30K. Wife also works in business and gets...

Hello- Schedule C Owner with $30K net Schedule C. Wife works in business and gets small W2 but no other...