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What’s the difference between an Ed Slott “Elite” Advisor and a “Master Elite” advisor? With either advisor, how often are...

My mother passed on 2/29/12. At the end of 2017 I found out that i needed to eventually do something...

My mother passed on 2/29/12. At the end of 2017 I found out that i needed to eventually do something...

I left my previous employer in 2017 and rolled over the 401k plan (Transamerica) to an IRA (Schwab) in 2017....

The deceased individual was a widower, aged 87. His date of death was 1/1/2018. The beneficiary of his IRA was...

I have a question…we have married clients who are age 70 (he) and 62 (she). Both clients have IRAs. The...

Interesting topic and only posting to get insight from others (Hello Alan!) that may have found themselves addressing the same...

Background: – Husband and Wife client. – Have a basis from non-deductible IRA contributions in 2017 of 950/each (1,900 total)....

If and S corp employer has 7 full time employees including the sole owner and 1 part time employee, All...

If someone is over 70 1/2 and opens a new SEP IRA in 2018, their first RMD is not due...