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I have a client who completed an NUA transaction in 2016, upon her separation from service for P&G. The 1099-R...

I have a client who has two IRA accounts. First, she has a traditional IRA that used to be her...

We continuously get questions on 60-day rollovers. Many times those questions revolve around a client receiving more than one distribution or wanting to complete the 60-day rollover with more than one distribution. Here is what you need to know.

I have a client who inherited a ROTH IRA from her father. Unfortunately her father did not survive the required...

After 10 years of a dispute with sibling, I will now receive stock that has been in the family for...

Hi all – great board and it has helped me in the past. Thanks in advance… I have a client...

With the possibility of higher standard deductions, I (79 y.o.) am thinking about using QCDs next year as a way...

Are you approaching retirement age and not looking forward to being forced to take unwanted required minimum distributions (RMDs) from your retirement account? You may be looking for a way to delay those distributions. You may have heard about the “still-working” exception, which can allow RMDs to be put off. Will this exception help you? Here are 10 things you need to know.

Received stock in kind as 401k distribution (while rolling over remainder of 401k to a TIRA). Value of stock: 80000...

The much anticipated Republican proposal for tax reform has been released in the form of the Tax Cuts and Jobs Act, an over-400 page long major rewrite of the Tax Code. It is sure to be controversial and subject to political dispute, and specific provisions are likely to change. Here's how the major provisions that most matter to helping your clients read now.