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Hello, Bob had a vested and accrued balance in his former employer’s Profit Sharing Plan. He passed away a few...

Turned 70 1/2 in July 2018. Rolled company 401k with TRowePrice to Vanguard Rollover IRA and to Roth IRA. TRowePrice...

Married individual 71 years old in May 2018. Took already the 2018 RMD ($900) in Sept 2018. Has a non-deductible...

Married individual 71 years old in May 2018. Took already the 2018 RMD in Sept 2018. Has a non-deductible IRA....

Mom Birth date 8/1/1931 Date of death 2/3/2018 Age 87 year of death satisfied 2018 RMD Mom named her Trust...

This is a follow up from a previous post. Here is the background: Client teacher turned 70 ½ on December...

Client had before and after-tax money in a 401(k) that was rolled over in May 2018 to an IRA (all...

Mother (M) dies at 85 on July 7, 2016. M has taken all RMD required. Daughter (D) inherits traditional IRA...

The maximum 401k contribution annually is $55,000. Let’s say that the employee contributes the maximum pre tax of $18,500 to...

Can you stop a 72T plan after a year and a half and pay the 10% penalty of the monies...