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Hello I have recently retired, but have a few years of non statutory stock options left. Assuming there is a...

In 2018, I rolled over 2017 after tax contributions in a 401k to a Roth IRA within the same trustee...

I am in my 70’s and retired from government. I had a Thrift Savings Account that I rolled over into...

Hi and thank you for taking the time to read and respond to my inquiry. My brother passed away –...

Hello, If I have an old SIMPLE 401(k), is that account treated like a 401(k) plan for a Roth conversion...

Got a quick start this year and completed a Roth Conversion after removing my full RMD. Am ready to do...

Just want a consensus on my thinking here, please: Aunt dies in August of ’17 at age 63, and leaves...

Hello What is our tax liability for settlement funds from a lawsuit against FSC (Fifth Street Finance, a BDC) involving...

Hi there, I have a client with the following fact pattern and am not sure how to proceed. -Client rolled...

Married couple both under 50 in 2018 with 3 children each under 12 yrs old. Husband makes $130,000 salary (after...