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In one of your courses you recommend NOT naming Trusts as beneficiaries of IRAs.  I have an exception case I’d...

A friend took a check to their credit union (CU). The check was a normal distribution an IRA and payable...

QUESTION: Dear IRA Help, My mother passed away in April of 2023 and no required minimum distribution (RMD) was taken. The entire IRA account was paid out to the charity that was the beneficiary. Was there a requirement to take the RMD? Joe

Hello, A client had $68k of basis in his IRA which he first converted to a Roth IRA in 2023...

My 22 yr old son, accepted an offer as software engineer in 2023 to start in September 2023.  He was...

A woman we’ve talked to needing help has apparently had an offset made on a previous employer 401k.  She’d left...

Imagine walking through a grocery store, intent on purchasing a specific item. As you turn down an aisle, little colorful tags proclaiming “Special Deal” and “Buy 1, Get 1” protrude from each shelf. In anticipation of your item being offered at a discounted price, you get a little bounce in your step.

Michael is 55, and wants to move around $1M+ from traditional to Roth IRA over the next 5 years. He...

Hi, I have been going under the impression that if a person passed away post 2020 (2022 year of death)...

Client came on board in 2023 after her husband died (after a few years of being ill).  Husband should have...