Site search

Clients have Joint account (not married) worth 94k. The one client (who is the registered as the first name, is...

My husband died in August 2010 and I was the sole beneficiary of his IRA. His birthday is Dec. 1946;...

Am IRA account holder received the RMD for 2017 in early January 2018. Due to a delay by the custodian,...

One of the many issues facing self-employed individuals is how to save for retirement. Of course, one option is to open a traditional or Roth IRA. However, the annual maximum contribution ($5,500 for 2018 if you are under age 50) is low in terms of retirement planning. Therefore, the self-employed often look to adopt employer-sponsored retirement plans. While there are a number of options, the Solo 401(k) is one of the most popular arrangements. Not only does the Solo 401(k) produce higher contribution levels than other arrangements, but employer contributions are tax deductible! Of course, like anything else, there are pros and cons.

client passed away who was 82 Left IRA to nephew instead of spouse due to a divorce Question: A. when...

My father (age 79) was the sole beneficiary of my mother’s IRA. Mom was 80 when she passed in February...

Took 2 IRA distributions in December 2016. They were from one Managed account, But at 2 different custodians. I attempted...

I have a 529 Plan strategy question. Suppose that the future student and his parents live in NY State. The...

I have a married couple (wife and wife) client that reside in Arizona (a community property state) and are getting...

Can an RMD that was paid to one beneficiary after death be re-deposited and distributed to all 3 beneficiaries and...