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I have a client who is 74 years old and will be retiring in August, 2024.  She only has a...

I would like confirmation on a few different scenarios regarding successor beneficiaries and the new rules under Secure Act. Will...

One of the more interesting rules (if any could be called “interesting”) from the 2022 IRS proposed regulations requires spouse beneficiaries in some situations to take RMDs (required minimum distributions) before doing a spousal rollover.

When investigating how numerous service providers would handle payouts of my Traditional IRA, Roth IRA, and life insurance to my...

QUESTION:Do required minimum distributions (RMDs) need to be taken when a non-spouse beneficiary inherits Roth IRA? It seems this has been a point of confusion for some time.

I have a client that needs to have money sent to a title company from her IRA to cover the...

If you are charitably inclined and have an IRA, a Qualified Charitable Distribution (QCD) can be a great strategy. With a QCD, you can move IRA funds to the charity of your choice tax-free. Here are 12 QCD rules you must know.

Father passed away in 2023 & took full RMD for the year. Beneficiary was his Trust. Before transferring the 403(b)...

If I pour too much water into a glass, removing liquid from a different glass does not correct the problem. The excess water must be removed from the “offending” receptacle. Such is the case with excess IRA contributions.

Regarding the Stretch IRA. Assume the following; The parent’s ROTH IRA is under a TRUST After Parent’s death, Son (who...