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After a tumultuous 2020, the IRS will open tax filing season on Friday, February 12th, a few weeks later than...

I am 57 old and have a ROTH IRA in my name. My spouse is 55 years old and the...

I elected not to take my 2020 RMD as allowed in COVID legislation. So it was a good time, tax-wise,...

I have a client that is working at XYZ school district and has a 457(b) annuity out of surrender, she...

I know there have been recent changes to the Kiddie Tax tax rate(now back at parent’s highest marginal rate) vs....

Hi, Concerning a Roth 401k—–When the custodian gives you 2 separate checks, one for your after tax contribution and the...

Hi, Concerning a Roth 401k—–When the custodian gives you 2 separate checks, one for your after tax contribution and the...

A Simplified Employee Pension (SEP) is a popular choice for many small employers. Although these plans are in fact designed to be less complex than other types of retirement plans, there are many ways to go wrong and make errors. Here are three tips to avoid tax problems with your SEP.

My brother and I were beneficiaries and co-trustees of the look-through trust generated from our father’s will in 2009. The...

Hello, I am currently working with one of our advisers on and issue with a spousal inherited IRA issue and...