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Clients were divorced as of 9/30/23. The divorce decree specifies that the husband’s IRA should be split 50/50. Should the...

Hello, If a client has a rollover IRA with $10K in it and they open a non deductible IRA and...

Hi! I misfiled a Solo 401k with Schwab. I thought I was a 1099 employee, but I am a K-1....

I have a client age 53 whose husband age 62 passed away. He has a large IRA I want to...

Wife currently age 75 inherited deceased husband’s 457 back in 2016. Husband’s age (if still alive) would be 69. She...

I had an uncle pass away this year and left me his IRA. At the instruction from the custodian, I...

Client passed away at age 75 with a Trad IRA in RMD stage. His trust was 100% prim beneficiary and...

If an employee makes an after-tax contribution in their 401k and the plan allows them to convert the after-tax contribution...

We are closing very soon on a home purchase and will then put our current mortgage free home on the...

This question is not really related to IRA’s, but about gifting to relatives or actually anyone. I know there are...