Site search

My girlfriend passed away on Jan 9, 2018 (birthday 5/08.1952). I was named as the primary beneficiary with no secondary.....

Does anyone know if a client has commingled after-tax and pre-tax contributions to an IRA, can they rollover just the...

This week's Q&A mailbag answers two reader questions about RMDs.

Do you know if the Government TSP plan has any provisions that would allow withdrawals without penalties for someone who...

have an employer 401(k). I contribute 40k to my 401k. I allocate my contributions 50% to S&P 500 and 50%...

“Once an IRA owner starts taking RMDs, the beneficiaries’ only options after the owner dies are lump-sum or out-in-five. They...

We have a client that our contra firm is coming up with a different 2018 RMD than what I am...

Client made a 2017 TIRA contribution for $6,500. In 2017 she worked for an employer for 1 month who offered...

You may be interested in contributing to a Roth IRA but think your income is too high. You are probably aware that there are income limits that apply to Roth IRA contributions. For 2018, if you are married, your ability to make Roth IRA contributions phases out when your Modified Adjusted Gross Income (MAGI) is between $189,000 - $199,000 and between $120,000 - $ 135,000 if you are single. Are you out of luck if you are a high earner? The answer is "no" and tax reform makes this clearer than ever.

Mother in law died and left her tira to my brother in law. Her will specified assets to be placed...