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Hi there, I’m trying to understand the spousal election under Section 327 of Secure 2.0.  Does this provision apply to...

In late 2019, a client left his job and rolled his 401(K) to an IRA with us. The client dropped...

Client has three buckets of funds in their 401(k): pre-tax, Roth, and after-tax. Pretax will go into Traditional IRA, Roth...

My manager and I attended your workshop last summer in Boston. We have a very critical and time sensitive question....

My mom passed on December 30, 2023 age 84 after receiving her 2023 RMD in mid December. I inherited her...

By Ian Berger, JDIRA AnalystFollow Us on X: @theslottreport In a famous “Seinfeld” episode, George Costanza, unemployed, living with his parents...

Hi, My question is in relation to a 5498 tax document I have for my ROTH IRA account. Looking at...

I have balances from both pre-tax and post-tax contributions in a company stock fund at a 401k plan from a...

I have a small Traditional IRA and will withdrawal it and close it. Since I am over 59 1/2, there...