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

CLeint has a 403b with TIAA outside our purview, we now annually, take her RMD from TIAA and then do...

For Tax Year 2024, my son was told by Vanguard broker he could open a traditional IRA with $7,000 investment...

I understand the due date for SEP contributions is the tax filing due date and/or extensions. When extended, am I...

A little last minute, I contributed full 7000 to my 2024 roth IRA, when I filing with the HR block...

If one takes a lump sum IRA distribution(s) during the current year that exceeds (or equals) your previous year’s RMD,...

We have someone who has completed a backdoor Roth contribution – already has done the conversion to the Roth IRA...

My mother, who recently died in January 2025, had a 401(k) balance, and had been taking RMDs from it for...

I have a client in his 60s that recently retired. His 401(k) with his former employer is broken down as...

I know these questions are going to seem a bit silly but I just want to clarify…. I know there...