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Dad had two regular IRA accounts. One [$18,000] had the RMD in March, the other [$84,000, scheduled for December payouts]...

Recently signed up for the Instant IRA Success eSeminar Series and have a question about the format. I was told...

The IRA and plan rollover rules have been in constant flux this year. We are now past the original July 15 extended rollover deadline. This was the first extension date created by IRS Notice 2020-23. Distributions from an IRA or company plan taken February 1 or later could have been rolled back to an IRA or company plan beyond the standard 60-day rollover window. This rule applied to any distributions that were otherwise eligible to be rolled over, including unwanted RMDs.

I have a client (husband) who took a portion of his IRA RMD earlier this year ($50,000). He subsequently passed...

I get hung up on whether or not old, non-current employer pre-tax 401(k) plans are included in the proportional determination...

What are the rules for rolling out after-tax contributions to a Roth IRA? Is it under the same rules as...

The client left a job in Q4, but has been unable to find work due to coronavirus. Does he qualify...

401(a) owner died in 2019. Left 401(a) to see-through accumulation trust fbo his 5-y.o. daughter. Account holds both pre- and...

IRA sole asset left in estate (example value $3M); Multiple beneficiaries named-children Estate previously utilized 100% of estate tax exemption...

The countdown to the much delayed 2019 tax filing deadline is on. The deadline is July 15, 2020, which is only a couple of days away. Time is running out. Is your IRA ready? Making Your 2019 IRA Contribution Due to the COVID-19 pandemic the 2019 tax-filing deadline has been extended until July 15, 2020. This means that July 15, 2020 is also the deadline for making a 2019 IRA contribution. This is true even if you have an extension to file your tax return. An extension does NOT give you extra time to make a traditional or Roth IRA contribution. So, if you are thinking about making a 2019 contribution, the clock is ticking.