Site search

I have a question about the tax consequence of in-service rollover of after-tax contributions and the associated pre-tax earnings from...

In 2017, I completed a lump-sum distribution of my ESOP with in-kind distribution of company stock into a brokerage account....

If I write the check from my personal account to gift my married sons regular Ira in california into his...

Hello, I liked to confirm how to do a Roth Conversion with commingled non-deductible contributions, while avoiding any pro-rata triggers....

401k trustee sent two check to new IRA trustee. One for the pre tax amounts, then a separate check for...

What happens when you take stock out of your 401k using the NUA rule and sell it within one year?...

After more research my questions are: 1) Did I do more than one rollover to an IRA in one year?...

I have a 53-year-old client who retired this past year as an air traffic controller for the federal government. She...

I have a client that inherited an IRA after the deceased spouse started taking RMDs. He was 85 when he...

Thanks to those that replied to the original post below. It turns out that the TOD was not updated and...