Site search

A client turns 73 this year and retired from his company last year. He wants to rollover his 401k to...

Client ‘s employer was acquired .Employment ended on 11/30/2023. Client turned 73 in November 2023. He is working for the...

I can see the logic ( tax revenue ) of a “Noneligible Designated Beneficiary” having to fully distribute all assets...

I am thinking about funding a charitable gift annuity with a QCD for $50,000. Is the charitable gift annuity payments...

I have had 401k where I contributed a combination of pre-tax and after tax money (ROTH) into my company stock...

I have a surviving spouse client looking to consolidate accounts. When her husband passed away in 2017 we redesignated her...

Mr. Slott encourages large conversions from IRAs to Roth, which makes sense. Does that mean one should ignore IRMAA penalties...

A new client owns an LLC and employs his wife as an office manager–both over age 50. He has been...

I have a clients in their 60s with a 529 plan. Their child/beneficiary has graduate over 5 years ago. The...

While I am still living can another individual (spouse) be the beneficiary of my IRA distributions? I am 77 and...