Site search

Need Help! Long term T-IRA owner of an after-tax non-deductible T-IRA (IRS form 8606) since ‘97.  Over the years, contributed...

Taxpayer took $55,000 distribution from their IRA  and within 60 days replaced the funds in the entirety. Custodian issued one...

Client made a $6,500 contribution but joint return reflected around 224,00 in income, therefore  in the phase out range. Around...

IRAs are an important, but often overlooked, part of your overall tax planning. As the deadline for filing 2023 tax returns approaches, it is a good time to incorporate your IRA plan strategies with your overall tax plan.

Wife rolled over IRA into her own IRA after husband died. Husband had some basis in the IRA. Does basis...

Can a person rollover an IRA to a 401K?  There used to be  “ROLLOVER IRA” rules where you took a...

By Andy Ives, CFP®, AIF®IRA AnalystFollow Us on X: @theslottreport The same conversation has, understandably, been repeated many times. The questions are...

Client had both a Rollover (Trad) and ROTH IRA prior to 2023; she made periodic contributions to each in/for 2023...

I have a client that is in his early 60s and retiring later this month. He has about $1.4 million...

Client currently has a large SIMPLE IRA and this is the only tax-deferred IRA assets client he has.  He also...