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Assume no other qualified money…couple in their 30’s makes $500K. Contributes $5,500 non-deductible IRA each for 2018 and $6,000 each...

Please advise how to report Excess Roth IRA Contributions for 2016-2018. Both spouses contributed to their Roth IRA accounts since...

We (several family members) recently inherited part of a qualified retirement fund (457, I think). It is non-spousal and the...

My situation is: 12/28/2017 I opened up a new Roth IRA account for my son (17-year old) as he had...

So I just came from a seminar from a major player in the industry. They discussed a ROTH strategy where...

Clients birthday is August 5, 2018. He turns 70 1/2 in February 2019. My understanding is he has until April...

Client works for company , with a 401k plan that – – permits Non Roth After Tax Contributions – does...

Sorry if this is a common topic, I don’t know how to search the forum. Trying to understand if there...

My client is subject to the 5 year distribution rule in a 401(k) plan. Her sister died on 2/19/2015. Is...

Client received a 1099R for Roth portion and Traditional portion of 401(k) distribution in 2018. Check was received in late...