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Person A (who passed away in 2015 at 80 yrs of age), left his sister (person B) with an IRA....

Relative took a TSP Distribution, received a 1099R and paid tax. Subsequently took the distribution funds and opened up a...

Hello, Say someone had a 401(k) that had a portion designated as Roth contributions. They left the job so they...

Hi everyone, I’m seeking advice on the tax implications for a client who used a Mega Backdoor Roth strategy. Client...

Notice 2024-35:  No RMDs in 2024 for beneficiaries of IRA owners who died in 2020 through 2023 on or after...

In one of your courses you recommend NOT naming Trusts as beneficiaries of IRAs.  I have an exception case I’d...

A friend took a check to their credit union (CU). The check was a normal distribution an IRA and payable...

Hello, A client had $68k of basis in his IRA which he first converted to a Roth IRA in 2023...

My 22 yr old son, accepted an offer as software engineer in 2023 to start in September 2023.  He was...

A woman we’ve talked to needing help has apparently had an offset made on a previous employer 401k.  She’d left...