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Question: Is it possible to do a Backdoor Roth IRA conversion with a SEP IRA? If yes, how does it work? Thank you! Yulia

Hello, I have a question regarding NUA and reemployment/shared 401K. Here is the situation – 1) Employed in public company...

In 2024 can I fund a Charitable Gift Annuity as a QCD from a Traditional IRA to satisfy my RMD...

CAN YOU EXPLAIN ABOUT PORTABILITY OF ESTATE TAX CREDIT AND GIFT TAX FILED AT FIRST DEATH? ANY TIME LIMIT AFTER...

The start of the new year is a good time for a refresher course on the contribution limits that apply when someone is in two different retirement plans at the same time or at different times within the same year (e.g., after changing jobs). The rules are challenging because there are two different contribution limits to worry about – the “elective deferral limit” and the “overall contribution limit.”

The start of the new year is a good time for a refresher course on the contribution limits that apply when someone is in two different retirement plans at the same time or at different times within the same year (e.g., after changing jobs). The rules are challenging because there are two different contribution limits to worry about – the “elective deferral limit” and the “overall contribution limit.”

Hi- I have been making contributions into an after tax bucket of my qualified plan in adherence to plan and...

I wish to leave my Roth IRA to my granddaughter. I understand that the only way I can do so...

I wish to leave my Roth IRA to my granddaughter. I understand that the only way I can do so...

My planning client’s RMD for 2023 was $48,000. She sent $8,000 in a QCD but forgot to ask the custodian...