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I’ve made the max contribution to my wife and I’s Roth IRAs since 2009. Beginning with tax year 2018, we...

A new year brings a fresh start, and after 2020, we need that more than ever. You probably have a few resolutions for 2021. When making your list of goals for the new year, don’t overlook your IRA. Here are a few suggestions for your IRA for 2021.

In reading Sec. 302(a) of TCDTR, it doesn’t appear to me that it extends the ability to take coronavirus-related distributions...

Hello Team: I completed a Roth IRA conversion on 12.28.20 based on the advice of my accountant/financial planner. I had...

I currently live in Florida and contemplate moving to Virginia. If I convert my Traditional IRA to a ROTH IRA...

From The Slott Report, December 30, 2019: “2020 promises to be an exciting year in the IRA and savings plan worlds, as the full ramifications of the new SECURE Act begin to take shape. Beyond that, the IRS will likely finalize the new life expectancy tables expected to become effective in 2021.

fun topic, only 3 days left for me i am midway in rolling over large amount from tira at brokerage...

I want to move money to a new ROTH from an IRA that has before-tax and after-tax money and earnings....

1. Wife usually contributes to a traditional IRA and does a backdoor Roth IRA shortly after. Husband has been contributing...

Ah, the end of the year. Snow is drifting, music plays quietly in the background. Ma in her kerchief, Papa in his cap, just settling down for a long winter’s nap… Nope. No time for that. ‘Tis the season of BUSY, BUSY, BUSY! Did you write a check to a charity from your checkbook IRA in hopes that it would be a qualified charitable distribution (QCD) for 2020? If so, you better make sure the charity in fact CASHES the check before the end of the year.