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Client, Sue, passed on in 01/2016 and left her IRA to son Dwayne, opened the account for 04/2016. He has...

If at the time (Let’s say March) the remaining after tax balance of the IRA is converted, leaving a zero...

If you have had a Roth IRA for over 10 years but bought stock A 3 years ago and then...

I have a client who was 73 years old in 2024. He unexpectedly earned $100,000 in consulting income in 2024...

I have a client who was 73 years old in 2024. He unexpectedly earned $100,000 in consulting income in 2024...

Husband passed away leaving a 1 million plus 401k to spouse in 2024, plan registration has since been updated to...

A part of the One Big Beautiful Bill, or OBBB, allows the creation of savings accounts for newborns, born between...

Facts Client is 74 years old (RMD age). Client has not retired yet, but plans to soon. Client’s 2024 year-end...

A decedent named his Revocable Trust as beneficiary of his IRA. The Trust has 15 natural beneficiaries. After opening an...

I apologize if this subject has been brought up previously.  I have a client who died in 2009.  She had...