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Trying to read/understand QCD rules for 2020. I have a client that has already distributed $140,000 ($100,000 net) from his...

Annuity owner wife elects lump sum option. Wife establishes rollover IRA with Vanguard, and coordinates with annuity company, and check...

Client is age 72 and had been continuously working into summer this year. She had not enrolled in Medicare as...

Are you able to sell your company ESPP shares and then use the profits of the sale to max out...

Thinking of using your IRA as a “short-term loan” to raise some extra cash for the holidays? What could go wrong? Well, actually, two major things could go wrong. And either could lead to serious tax headaches. Let’s say Chloe started her holiday shopping early this year and, as usual, spent more than she had budgeted.

Hello, I was wondering if I could get your thoughts on the following scenario: If a Mom passes away in...

Does it matter if a client has other traditional IRAs and does an in-service distribution of after-tax funds from his...

Client is amending their 401k plan for the business and wants to know what all is required to do the...

Husband and wife (both over 59.5) have several Traditional IRAs, mostly pre-tax, but some with after-tax contributions. I understand the...

Question: My father passed away in 2019 and left me an IRA. Will the SECURE Act apply, or will it be grandfathered under the pre-2020 rules? Thank you. Aram