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On the topic of NUA, what happens to the LTCG on NUA value if the stock depreciates after distribution ?...

I have four retirement plans: 401k, Money Purchase, HR10 & an IRA. If turning age 73 this year, which plans...

Need Help! Long term T-IRA owner of an after-tax non-deductible T-IRA (IRS form 8606) since ‘97.  Over the years, contributed...

Taxpayer took $55,000 distribution from their IRA  and within 60 days replaced the funds in the entirety. Custodian issued one...

Client made a $6,500 contribution but joint return reflected around 224,00 in income, therefore  in the phase out range. Around...

Wife rolled over IRA into her own IRA after husband died. Husband had some basis in the IRA. Does basis...

Can a person rollover an IRA to a 401K?  There used to be  “ROLLOVER IRA” rules where you took a...

Client had both a Rollover (Trad) and ROTH IRA prior to 2023; she made periodic contributions to each in/for 2023...

I have a client that is in his early 60s and retiring later this month. He has about $1.4 million...

Client currently has a large SIMPLE IRA and this is the only tax-deferred IRA assets client he has.  He also...