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I have 401(k). I plan to retire shortly and transfer my 401(k) Roth IRA into regular brokerage held Roth IRA....

1) Corporation A sells assets to Corporation B then buys assets of Corporation C, all in one tax year. 2)...

We have a single client ( age 66 ) who has $ 100,000.00 in an IRA and $ 50,000.00 in...

I am inheriting 403B retirement funds (which are with Fidelity and TIAA-CREF currently) from my husband. I wanted to disclaim...

Appreciate your opinion on the following situation. I have a Traditional IRA with a mix of deductible and non-deductible contributions....

I understand it’s not typically advisable for a trust to be the beneficiary and eventual owner of an IRA. Question1:...

Roth IRA income test is based on a taxpayers MAGI Invidiual (currently a minor, age 17) is due to have...

A taxpayer opens a Roth IRA account by CONTRIBUTING to it in 2005. But the taxpayer pays a penalty to...

I am still working on my problem of my Roth transfer error. Thank you for guidance on forms and 5498...

IRA owner (my mother) did not have a designated beneficiary for her IRA’s. IRA owner died in 2017 at age...