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A spouse (husband) has full ownership of his IRA in California (community state). Husband wants to make his son from...

If TIRA owner died in 2020 after RBD, non-EDB rolled to inherited IRA in 2021 and has not taken any...

Question: Can a Roth IRA be rolled into a Roth 401k? Answer: While a Roth 401(k) can be rolled into a Roth IRA, the reverse is not true. You cannot roll a Roth IRA into a Roth 401(k). The only place where funds from a Roth IRA can be rolled over to is another Roth IRA.

• IRS Releases RMD Regulations and Keeps Controversial Annual RMD Rule for the 10-Year Period
• 401(k) In-Plan Conversions Open Up Roth Accounts for Younger Employees
• No 60-Day Rollover Relief After Mistaken Conversion

IRS Releases RMD Regulations and Keeps Controversial Annual RMD Rule for the 10-Year Period

• On July 18,

In the July 22, 2024 Slott Report, my colleague Sarah Brenner explained how the IRS, in its final SECURE Act required minimum distribution (RMD) regulations issued on July 18, did not budge on a controversial position it had taken in its 2022 proposed regulations.

Great article about the final ruling. So to summarize, if the decedent died in 2020, 2021, 2022, 2023, or 2024,...

I have a client that has separated from her current company plan after age 55. We can use the age...

On July 18, 2024, the IRS issued final required minimum distribution (RMD) regulations under the 2020 SECURE Act. The newly issued regulations fine-tune existing rules for trust beneficiaries and aggregation of RMDs. They also eliminate burdensome rules for certain spouse beneficiaries and documentation requirements for certain IRA beneficiaries.

I have a client who had his last day with his employer in June however he is getting a 9...

Brother/Decedent  – 12/11/1959 Client/EDB – 12/20/1961 Our client inherited (After 2020) IRA and Roth IRA from his brother (client is...