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I WANT to give QCD amount to 503 c 3 trust . who can draft trust for me?

I am 67 and retired but have not begun withdrawals from my well-funded traditional IRA. We own our home outright...

A widow was eligible for a surviving spouse benefit from a deceased husband. The widow remarries after she turns 60...

Hello, My client brought me one check from their 401(k) for $1.5mm made payable to their traditional IRA. This one...

I have onboarded a new client who is under 59 1/2 and in prior years attempted to do a back...

Is there a good resource available to do projections on Roth conversions?  I am working with a client that has...

An IRA provider gave me the following advice on my RFT being beneficiary of my Roth. It’s a little confusing....

Hello, If someone retires and qualifies for the rule of 55, can they roll over money from a previous employer...

Permalink Submitted by Douglas Bauerband on Wed, 2024-06-19 20:14 Wow they do not make it easy. She (his mom) was 75 and taking...

A client who’s the owner of a traditional IRA is requesting a “customized” beneficiary designation for his IRA.  Currently his...