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I have a question regarding Roth IRAs and the SECURE ACT: Tax laws specified that inherited Roth IRA funds could...

Hi-We have a client who has been making annual non-deductible IRA contributions into his IRA. He made his 2020 non-deductible...

I have a client that rolled over her 401k and the provider sent out two checks, non-taxable and taxable which...

We have the ability to charge a single account for our total AUM advisory fee. We understand that a fee...

The Internal Revenue Code is over 4,000 pages of often unintelligible tax jargon. So, it shouldn’t surprise anyone that the law contains more than its share of baffling and inconsistent provisions. Here are four examples pertaining to IRAs and company retirement plans:

Last year I converted 14,921 from my 401k to a Roth 401k. I fully understood that I would have tax...

Just listened to Ed’s Fireside chat with InvestmentNews. He said that January is the new December for QCDs because QCD...

I received a call last year from an attorney that represents a company I worked for up until 2017. When...

Here we go again…barreling headlong into another tax season. This year will be like no other. With all the crazy that was 2020, many tax filers will discover some new and interesting items on their tax returns. For example – did you take a Coronavirus-related distribution (CRD) last year? That will require some additional reporting (Form 8915-E). Did you take your required minimum distribution in 2020, but then repay it after the CARES Act RMD waiver? That will generate a form you may not be familiar with (Form 5498).

Hello, I just want to confirm for the new RMD age per the Secure Act the cut off deadline in...