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Michael is 55, and wants to move around $1M+ from traditional to Roth IRA over the next 5 years. He...

Hi, I have been going under the impression that if a person passed away post 2020 (2022 year of death)...

Client came on board in 2023 after her husband died (after a few years of being ill).  Husband should have...

Is this allowed? The maximum gift contribution in 2024 is $18k per person. Lets say you have 2 kids and...

I turn 73 later this year and was planning on taking RMD before that date or possible half before and...

Dear Mr. Slott, I wish to make my RFT the beneficiary of my Roth, which has a boatload of money....

The example and answer below is from a prior inquiry I made to this forum in late April of ’23. ...

I’m hoping to get some clarification on what RMD table a surviving spouse would use when she is named as...

My husband & I both have IRA accounts. Husband age 71    IRA balance $1,000,000 Wife age 67    ...

Hello, Background: We have a client who just reached RMD age (turned 73 in 2024) and prefers that his future...