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Child inherits Roth IRA. Year of death was 2019. There are no RMD’s, but know the ROTH IRA Dad owner...

Single individual age 40 his job was eliminated in a restructure on 12/1/2019 has a traditional defined benefit pension valued...

Let’s say a mother died in 2019 and daughter inherited her mother’s IRA and named her son as beneficiary. If...

Just to make it clear to me (a non-CPA), I want to ask a hypothetical question: In 2019, A retired...

1. I have read conflicting articles regarding having your IRA custodian do a QCD directly from your traditional IRA account...

In December 2019 I had requested a direct rollover of 100% my TSP funds to an IRA with Vanguard. The...

Any thoughts on the following analysis of how the new rules work? • If I understand them correctly, the current...

On December 20, 2019 the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. This new law includes some big changes for your retirement account. Here are the top 10 things you need to know: No more age limits for traditional IRA contributions. Beginning in 2020, the new law eliminates the age limit for traditional IRA contributions (formerly 70 ½). Required minimum distributions (RMDs) can start a little later. The new law raises the age for beginning RMDs to 72 for all retirement accounts subject to RMDs. IRA owners age 70 ½ in 2020 catch a break and will not have to take their first RMD for 2020.

I have an old 401k account. I plan to rollover the funds from this account this calendar year (including NUA...

I have 401k. I receive a statement from 401k custodian. This statement shows that I have “after tax money” in...