Site search

Good afternoon, I wanted to confirm this. Client is owner of his firm and has a retirement plan with us....

A client has been contributing to a SIMPLE IRA during the year, then changes employers. The new employer has a...

Can a spouse move the other spouses Roth IRA into their own Roth IRA after death. I know this is...

Hi, wanted to get some perspective on a somewhat complex situation. My father died (intestate and single) in IL in...

I have a client who passed away. But while he was still alive he received fairly extensive medical treatment. He...

After my mom passed, 2 IRA’s were divided into 6 IRA holding accounts. The RMD was not taken in year...

I have seen answers on here from alanoniras as to whether you are able to do a trustee to trustee...

A couple of questions for Alan: 1) Just want to make sure…after 70 1/2 as long as you take RMD...

Is there any reason to keep an IRA that contains mostly after-tax contributions separate from an IRA that is all...

I have a client who’s brother recently died. He had unfortunately left his 401k beneficiary as his estate. The deceased...