Site search

Hello, Client (sole proprietor – attorney) maintains both a (1) Profit Sharing Plan (which owns whole life insurance – so...

I continue to see more Trusts as Primary bene’s on IRA accounts and have some “look through” questions. I have...

I recently completed an NUA transfer from an ESOP plan to an individual brokerage account through ComputerShare. We previously rolled...

Client died in February 2017. DOB was August 1945. Client died after turning age 70 1/2, but prior to his...

I have company stock in my company 401k. I have a question regarding Net Unrealized Appreciation (NUA). – Several years...

If you have an IRA, you should realize that what goes in must come out. In other words, your tax deferral will not last forever. Eventually, Uncle Sam will want his share. When you reach retirement age, required minimum distributions (RMDs) will kick in. Are you prepared? Take our RMD quiz and see how well you understand the basic RMD rules.

Hello, Client is the sole owner of an S. Corp (service business). Client maintains an HSA which she fully funds...

Husband (74) has $1M+ IRA. He wants to limit his spouse’s access to RMD distributions only when he passes. I...

My former employer is keeping me on as a part-time employee, hopefully even after I turn 70.5, so that I...

Is taking identical periodic monthly distribution payments for a 20 year period from an employer 403 (b) TSA plan, beginning...