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Can someone help with this situation below? Teacher turned 70 ½ on December 30, 2017. She retired mid-year in 2017....

Is it possible to make an employer solo 401(k) contribution for 2017 if you file amended returns for the S-1120...

Hi, I am 58 and just retired as a public school teacher. I have a 403(b) account into which the...

When a direct rollover is made from a QRP such as a 401(k) or 403(b) plan having basis to a...

Would love some great feedback. I am self-employed and annually max out both my elective deferral contributions to my individual...

Client takes their RMD in January 2018 for say $40,000. Client now wants to donate, say $100,000, from their IRA...

In 2015, my client realized after the fact that he wasn’t eligible to contribute to his Roth. So he recharacterized...

I hope you can help. In 1999 I opened up a Roth IRA account. We moved overseas shortly thereafter. In...

Taxpayer retired in 2003, and turned 70 1/2 in 2010, when he began taking RMD’s from an employer provided 401K...

Fairly new to this so if I state anything incorrectly by all means please let me know. My daughter will...