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Hello, I recently learned about after-tax contribution possibility to a 401K plan. I”m assuming that it’s different than Roth 401k....

Question: husband dies, wife is 54. Husband’s IRA is large and the wife may (or may not) need to tap...

Question: husband dies, wife is 54. Husband’s IRA is large and the wife may (or may not) need to tap...

Remote work has become more commonplace as a result of the coronavirus pandemic, but experts caution against expecting any major changes to U.S. tax laws...

Hello- I have seen posts on the interplay of the NUA strategy and doing in-service distribution of after-tax contributions/earnings. Does...

I have an question relating to correcting a failed Roth rollover. Here are the facts: 1. In 2019 my company...

Hello- Client (age 29) is currently working. He has made both pre-tax and after-tax contributions to his 401k. His plan...

A new client has to submit paperwork for a distribution due to divorce pertaining to a Thrift Savings Plan. There...

My client died in 2020 was over the age of 80 and left her IRA to her four children. She...

In Notice 2020-68, issued September 2, 2020, the IRS gave limited guidance on certain retirement provisions of the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”). The SECURE Act was signed into law on December 20, 2019. Notice 2020-68 does not address one of the most significant SECURE Act changes: the elimination of the stretch IRA for most non-spouse beneficiaries and its replacement with a 10-year payout period.