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My wife is beneficiary of  Q-TIP Trust, and when I die part of the Trust assets will be my Roth...

Does the pro-rata rule apply when someone is doing a mega backdoor Roth with after tax contributions to their 401(k)?...

So here is a new one I am working with.  I have a divorced couple.  The ex husband recently was...

Have a bit of a complex situation I’d like some advice on. My father had my sister and I listed...

This year Alice contributed $20k after-tax to a 401k, with an automatic in-plan Roth rollover to a Roth 401k.  The...

Hello, I feel like this question has been asked before, however, I still need clarity on a case. Any help...

Hi, I have a 76 year old client who just inherited an IRA from her brother who was 74 when...

Hello all, A relative passed away a couple months ago and left a trust and a will. He named his...

I have a referral.   His father passed after his RBD.   A trust was set up as the beneficiary of the...

My husband died in April 2024.  His IRA was transferred to me as his spouse and only beneficiary a month...