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Hello, What’s the deadline for the after-Tax 401K contributions conversion to Roth IRA? Is it 12/31 or is it April...

Allan- I have a client whose CPA has advised them to pay their investment management fees for Investment Management Accounts...

The Tax Cuts and Jobs Act revised the way inflation adjusted numbers will be calculated by IRS. The Act now mandates that these numbers be calculated using chained CPI. IRS has gone back and recalculated inflation adjusted amounts for use in 2018.

Client has a pretty large debt to IRA and just Inherited $125,000 IRA from mother. Can IRS go after that...

Hi, I have married clients in their 40s. Husband just passed away. Wife might need some money from husband’s 401k...

I hope this makes sense and someone can help, I will try to keep short. HISTORY: Retired in 2014, unfortunately...

Does one need to consider Traditional IRA values when determining how much tax is owed on an in-plan conversion of...

I have a client over 70.5 that is currently living in a HUD multifamily rental unit. Her 2017 annual income...

Do you think you understand all the rules that govern your Roth IRA? Not so fast! There are many misconceptions as to how these complicated accounts work. Here are 5 Roth IRA facts that might surprise you.

Employer plan issued 1099-Rs with wrong after-tax basis information for distributions in 2016. Based on the incorrect Form 1099-Rs, employees...