Site search

Hi, A file came across my desk for a 401(k) participant who passed away in 2019. His trust outline beneficiary...

My friend inherited her husbands 401k earlier this year after he passed in January 2023. She rolled it over to...

Client has 401k with pretax and after tax monies. The 401k company will be sending a check directly to the...

Client has a IRA valued today at 1 million, plan is to transfer 200k of it to another IRA by...

Hello. I retired in 2019 but kept my qualified employer plan/401k. I started taking RMDs from the 401k in 2022,...

This is what I read on Pastors Wallet: The IRS says it’s still possible to claim a housing allowance even...

A husband and wife are divorcing. The husband has a large IRA. The wife has no remaining IRA. The husband’s...

Grandfather who was 85 passed away in 2022 and was taking his RMDs. He left his son who was 55...

I was told by a Slott Newsletter reader that an IRA owner who has already taken their full RMD for...

I recently left my job with a 401K. I have three positions in the 401K: (1) Cash, (2) Mutual Funds,...