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Vanguard recently announced that it will no longer be offering SIMPLE IRA plans, and that, instead, it is transitioning all...

Looking for feedback on SIMPLE IRA contribution deadline. Typically, salary deferals need to be made by January 30 (30-days after...

Client’s mother died in 2023 and left daughter as beneficiary of her IRA.  Daughter is a non eligible designated beneficiary.Has...

I am 55 yrs old will be 56 in July, my wife is 55 and will turn 56 in June. ...

Referencing a May 23, 2024 article, TRUSTS AS A BENEFICIARY AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG, by Andy...

Brother A died 15 years ago and named his brother B as his beneficiary.  Brother B put the IRA in...

Hello All! I am hoping for some help on this one… A client’s mother passed away in 2021 at the...

Hi: I am 64 and I am planning to open a Roth 401(k). I already have a funded Roth since...

Hi: I am 64 and I am planning to open a Roth 401(k). I already have a funded Roth since...

Thank you in advance.  My client, age 70 expects to die of cancer within the year.  He wants to purchase...