Site search

My mother was to be the receipant of my father’s TIRA. My father was 84 but had not taken out...

Is this correct? ROTH IRA Withdrawals (we understand the below, is it correct): Pre 59 ½: – First out, Contributions;...

Grandmother owns 33 acres in Vancouver WA that is farm land recently valued at 2.8million! Wants to pass the property...

I will be forced to begin taking Minimum Required Distributions soon. Can I transfer that distribution to my ROTH after...

I am retired and I will be starting RMD’s next year . I turn 70 next month. I thought that...

I have a client that has $884k in IRA, of which $81K was After Tax Contributions. What is taxable portion...

I recently rolled an IRA from another advisor into an existing IRA that I manage for a client. When client...

Say you are age 56 and elect the fixed amortization method of calculating SEPPs under 72t for years 1 and...

Can the after tax portion of the 401K be rolled to a Roth IRA while simultaneously rolling the pre-tax portion...

What is the status of Section 165 theft losses in a non-deductible or Roth IRA? Can they be written off?