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Is it permissible to distribute funds from an irrevocable trust to fund a 529 account -using the annual gift exclusion...

And why didn’t I use SDIRA accounts in the first place, since an online brokerage IRA is clearly unsuited for...

Neither the Canadian firm nor its Canadian bank were familiar with IRA accounts but acknowledged the need to follow instructions...

A client turns 73 this year and retired from his company last year. He wants to rollover his 401k to...

Client ‘s employer was acquired .Employment ended on 11/30/2023. Client turned 73 in November 2023. He is working for the...

On December 20, 2023, the IRS issued Notice 2024-02, which includes guidance on 12 provisions of the SECURE 2.0 legislation. The December 27 Slott Report, written by Sarah Brenner, has a summary of the guidance on several of those provisions. This article will address the guidance on Roth employer contributions to 401(k) and other plans.

I can see the logic ( tax revenue ) of a “Noneligible Designated Beneficiary” having to fully distribute all assets...

I am thinking about funding a charitable gift annuity with a QCD for $50,000. Is the charitable gift annuity payments...

I have had 401k where I contributed a combination of pre-tax and after tax money (ROTH) into my company stock...

I have a surviving spouse client looking to consolidate accounts. When her husband passed away in 2017 we redesignated her...