Site search

I WANT to give QCD amount to 503 c 3 trust . who can draft trust for me?

More and more Americans have retirement savings in Roth 401(k)s. With their rising popularity come some complicated tax issues. These funds are often rolled over to Roth IRAs at retirement or when a participant changes job.

I am 67 and retired but have not begun withdrawals from my well-funded traditional IRA. We own our home outright...

Question: I have a question about the Roth IRA distribution ordering rules based on a client's situation: 1. The client is 45 years old. 2. She has had a Roth IRA open for five plus years.

A widow was eligible for a surviving spouse benefit from a deceased husband. The widow remarries after she turns 60...

Hello, My client brought me one check from their 401(k) for $1.5mm made payable to their traditional IRA. This one...

You know the game “beer pong?” Arrange 6 or 10 cups in a triangle, fill each one with a couple of ounces whatever beverage you are enjoying, and your opponent tries to toss a ping-pong ball into one of the cups. If a throw is successful, the contents of that cup are consumed, and it is removed from the table. Rinse the ball off, and it’s your turn to try and toss it into one of the other person’s cups. The first person to eliminate each of his opponent’s cups wins.

I have onboarded a new client who is under 59 1/2 and in prior years attempted to do a back...

Is there a good resource available to do projections on Roth conversions?  I am working with a client that has...

An IRA provider gave me the following advice on my RFT being beneficiary of my Roth. It’s a little confusing....