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Client has 3 traditional IRA annuities that are converted to Roth IRAs in 3 successive years to minimize the tax...

I drew out $13.5k from my IRA retirement fund in mid March 2020 after being furloughed. This was pre CARES...

Some of you may have received an RMD (required minimum distribution) from an IRA or employer plan earlier this year that you don’t want to keep. Since the CARES Act waived RMDs for 2020, “RMDs” received in 2020 are technically not RMDs and are eligible for rollover. The IRS has relaxed the usual 60-day rollover rule if an RMD is repaid by August 31. (The IRS also waived the once-per-year rollover rule for an IRA RMD that is repaid back to the same IRA before August 31.) With just a few days to go, you may not be able to time to meet the August 31 deadline. But all may not be lost.

The decedent passed in June 2020 at age 91. Decedent had an IRA naming her living trust as beneficiary. Under...

Situation – Client inherited Roth IRA from aunt (who was younger than 70 when she passed) who passed 6 years...

My client has taken their full 2020 RMD. They now want to do a Roth conversion of that amount. Sending...

The upcoming school year for many students is going to look like nothing we have ever seen before. For many, computers and related technology will become an indispensable part of academic life. This means that having reliable equipment and internet access is more important than ever. For many families this is just another unexpected expense in a pandemic economy. Here is how an ESA could help.

Question 1: I am preparing a Special Needs Trust(SNT) for a disabled child(DCI) of an IRA owner. The remainder beneficiary,...

Since the IRA funds have not been taxed for federal and state income taxes, in computing for estate taxes are...

Since the IRA funds have not been taxed for federal and state income taxes, in computing for estate taxes are...