Site search

A new client’s husband passed away (46 years-old) recently. His wife would like to consolidate and simplify assets as much...

Hi all, Client is 72, turns 73 in 2025. Has all retirement money either in solo 401k or Roth IRA....

Client has a 401k and worked until 78 so didn’t take RMDs.  Finally started taking RMDs at 79 and has...

Our new client’s husband suffered a stroke and had no will or trust or POAs. The wife’s new attorney was...

Hello, I had a client who had a 2024 RMD of $700 and before taking it they did a $16,000...

My wife is beneficiary of  Q-TIP Trust, and when I die part of the Trust assets will be my Roth...

Does the pro-rata rule apply when someone is doing a mega backdoor Roth with after tax contributions to their 401(k)?...

QUESTION:I have been getting emails from a few sites pitching their subscriptions. They claim that Roth IRAs will all be taxable in the future. They say there are things you can do to avoid these taxes, but to find out what they are you have to subscribe to their newsletter. Is this true, and if so, how can one avoid taxes for Roth IRAs?

So here is a new one I am working with.  I have a divorced couple.  The ex husband recently was...