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LASER FUND with indexed universal life pros and cons

When we think of rollovers, we normally think of moving funds from a 401(k) (or other company plan) to an IRA. But it sometimes makes sense to consider a “reverse rollover” – from an IRA to a 401(k).

This year I will take an RMD from an inherited IRA, and I will also do a Roth conversion from...

If Jim has 150k total in IRA annuities and 100k is in an income annuity w cash refund(which apparently loses...

Hello, I need assistance with the following: I took a loan from my 401(K) 24 years ago. The loan is...

Question: Hi, I have a client that took a $14k IRA distribution on 1/10/2021 and another $14k distribution on 2/10/2021. He wants to replace all $28k using the 60 day rollover as funds are no longer needed. Does the 60 day rollover rule allow him to replace all 28k (from both distributions) within 60 days from the first distribution on 1/10/2021? Or does the 60 day rollover rule only allow him to just replace one distribution taken (even though both were taken within 60 days of each other)? Thus, he can only put back $14k

after putting aside at age 70 you have 4 million in saving and 4 million in IRA. WHAT is best...

I have a client who passed away and left his IRA to his ex-wife. Is the ex-wife considered non-spouse and...

Hello, I have a client that is currently looking to roll out a SIMPLE for their employees. The payroll software...