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What are the rules to inheriting a Roth IRA: Q1: Client inherited Roth from his dad (dad passed away 2018...

In 2005 I rolled my employer’s 401K completely over, part to a Fidelity IRA and the after-tax part to a...

The answer to the first question in today’s Slot Report Mailbag makes the mistake of implying that a Roth IRA...

I have a client who established a Roth IRA account in March 2016 (age 71) and made a $6,500 Roth...

Back in 2017 our client who lives in a community property or marital property state has named her siblings on...

Client over 70 1/2 does a ROTH Conversion….100K Year 1 & 100K Year 2. His earnings in Year 1 &...

Client is 59 at present but needs income. wont be 591/2 until Middle of Jan 2019 Husband divorced her and...

QCDs are not subject to pro-rata distributions, and that distributions that QCD-qualify are taken from pretax funds first, instead of...

Taxpayer has 17.5 years left on an annuity contract currently 35 yrs old. Receives $800 a month with an exclusions...

I am 66 years old retiree. I had a Roth IRA account since 1997 with 200K balance. In January 2018,...