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I have used the back door Roth IRA technique often and I will continue unless or until Congress changes it....

My daughter has a solo counseling business and files her taxes through Schedule C.  She has been contributing the maximum allowed...

A 55-year-old solo entrepreneur has filed a 2023 extension. He wants to max out his Solo401k contribution and take advantage...

A previous advisor rolled $100k of after tax money from client’s 401(k) into an IRA.  The intention of the client...

I am in my 70s with a traditional IRA, Roth IRA and regular brokerage account. The brokerage account is titled...

If a husband passes away and the surviving spouse assumes his 401k (at TIAA Cref) as a beneficiary account (i.e....

To start, I have come across this related article on the website here which gives me hope this can work...

State of Florida has an Optional Retirement Plan (ORP) for employees of the State University System.  There is a voluntary...

Currently the beneficiary of the Beneficiary IRA Trust is taking distributions as a spouse from her account.  She is up...

During 2020, I know the CARES Act got folks off the hook for having to take RMDs, and in some...