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Hello, For purposes of the pro rata rule that applies to IRA distributions and Roth conversions when after-tax IRA contributions...

I have a 529 thats been around for 15 years. I have about $35k left in it and want to...

1) What is the procedure for an IRA beneficiary to disclaim an IRA after the IRA holder died? 2) IRA...

The Secure Act 2.0 in 2023 put in a limitation of 6 years that the IRS can charge a 6%...

I think I am clear on the conversion rules but would like verification! I will be converting IRA funds over...

I’m in a bit of a pickle. In July 2019 I withdrew $30,000 from my traditional IRA. I was over...

Hi, We are trying to determine how to title a successor beneficiary (inherited inherited) IRA. Here is our situation: Background:...

Greetings. I have seen some conflicting information about RMDs for successor beneficiaries, and I was hoping you could provide some...

We were doing a rollover of a Thrift Plan to a traditional IRA. One the form, we filled out the...

Hi, Betty inherits a Traditional IRA from her spouse. More than 7 years later, Betty, now age 85, takes part...