Site search

If a person starts to gift in a year that the estate tax exception is 5 million will that be...

Have a client over 70.5 who does a Roth Conversion. Client has taken their RMD to cover the year of...

I inherited a Client who has an IRA and a Non-Q account, they are both in Fixed Index Annuities. My...

Taxpayer moved traditional IRA from Brokerage House #1 to Brokerage House #2 in 2010. Somehow during the transfer of the...

Hello Folks, Situation: Old Employee Stock Matching program consisted of after tax company stock purchase with company match (pre-tax). This...

Hello, I am hoping to get everyone’s thoughts on this situation below. 1. I contributed $5,000 to Non-Deductible Traditional IRA...

Hi, I have a question on 401K rollover> I have about $250000 in my 401K account ($60000 after tax, $190000...

Assume 1/3 of each fund in a “Traditional IRA” was converted to a ROTH last year and recharacterized (reverse the...

It is my understanding that once an IRA owner reaches 70&1/2 he must start taking his Required Minimum Distributions with...

Here’s one I’ve never seen before: My client’s father received a letter from his previous employer’s 401k plan stating that...