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Client receives a rollover check to their address made payable to the new custodian. They mail the letter to the...

What is the taxation of a Roth IRA that is left to the estate?

When a person rolls “after tax” 401k contributions to a Roth IRA when does the five year rule start? Thank...

Client just retired and is pension eligible. Part of that process resulted in them having their Pre-1987 After Tax contributions...

Regarding the aforementioned 3 5329s for a decedent/estate—the 2015 form 5329 is the year the decedent passed away (but should...

Hello. We have a client who has a NQ fixed annuity that is out of surrendar. She transferred part of...

A client with a traditional IRA passed away in 2018 and the funds were directly transferred into an inherited IRA...

An example only: 1. RMD for this year is $20,000 2. Removed $20,000 for IRA (to satisfy RMD) 3. Withheld...

Let’s assume someone is OVER 59 and 1/2 years old and converts traditional IRA funds of $100,000 each year for...

Person(a.k.a P) over 70.1 has 3 IRAs in one Brokerage (a.k.a B) and 1 401K in another (a.k.a C). 2019,...