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I HAVE MADE 2 DIFFERENT IRA DISTRIBUTIONS FROM THE SAME IRA ACCOUNT IN THE LAST FIFTY DAYS. I NOW REALIZE...

Taxpayer A has a traditional IRA, value $10x, with zero basis, and converted $x of it to a Roth in...

Hi All, I can use some help regarding a Roth IRA conversion I did in 2010. While using a computer...

Client contributed to their 401k plan for more than 25 years with after tax dollars (non roth) and purchased company...

We have a prospect that took a $25,000 distribution from her IRA in October of 2010 with the intention of...

I have a client (I am a fin’l advisor not tax preparer) whose CPA decided on his own to elect...

Thought it might be fun to get a live take on what is happening from actual attendees! Session 1 I...

I am buying a $300,000.00 investment rental. I wish to have my IRA be my partner. I will but down...

If a trust was the beneficiary on an IRA, and proceeds paid out to the trust, can the trust beneficiaries...

I am a mid-20s grad student, paid by the university (~$31,000/yr) to do research. After saving up for many years,...