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Quote at the bottom of pages of IRA. ISSUE:  Written at the bottom of pages in the “inherited Trust” IRA...

Hello- Husband owns a business. Wife is part-time W2 of the business. No other employees. It is an LLC that...

The April 15 tax-filing deadline has come and gone. However, for some 2024 retirement account planning strategies, it's not too late! There is still time beyond the April 15 deadline. Here are three retirement account moves for the 2024 tax year that are still available to make in 2025.

I have been contributing to a 529 plan since my was born more than 15 years ago. I am the...

The clients are aged 86 (husband) and 72 (wife). He has owned this NQ Annuity since 2013. It has an...

My client is 66 in 2025, and inherited an IRA from her mom who passed away at the end of...

if a son inherited a stock from his father and the the basis was stepped up and then 2 months...

In the draft 2025 1099R Inst, the IRS has introduced a new distribution code Y to report QCDs. This means...

A sole-proprietor client is being told by their CPA that they can open up a solo(k) for 2024 and fund...

The recent market ride has been nuts. It is certainly no fun for anyone who owns stock or stock funds. Many of us are experiencing the same sensation in our gut as when a roller coaster click, click, clicks to its apex and then plummets over the edge. (That’s why I don’t ride roller coasters anymore.) Wild swings in the market result in sleepless nights for many. But for those with a long-term view, there is a potential silver lining in this storm cloud.