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I have a 529 thats been around for 15 years. I have about $35k left in it and want to...

1) What is the procedure for an IRA beneficiary to disclaim an IRA after the IRA holder died? 2) IRA...

The Secure Act 2.0 in 2023 put in a limitation of 6 years that the IRS can charge a 6%...

I think I am clear on the conversion rules but would like verification! I will be converting IRA funds over...

I’m in a bit of a pickle. In July 2019 I withdrew $30,000 from my traditional IRA. I was over...

Hi, We are trying to determine how to title a successor beneficiary (inherited inherited) IRA. Here is our situation: Background:...

QUESTION: If the grandkids who inherited an IRA are under the age of majority, when does the 10-year rule for emptying the account begin? At the death of the IRA owner, or when they reach the age of majority? Thanks,

On December 20, the IRS gave us the holiday gift of some guidance on a few provisions from the SECURE 2.0 Act. Notice 2024-02 is in a question-and-answer format and provides much needed clarification on SECURE 2.0 provisions, some of which are already in effect, and others which will come online in just a few short days in 2024.

Greetings. I have seen some conflicting information about RMDs for successor beneficiaries, and I was hoping you could provide some...

We were doing a rollover of a Thrift Plan to a traditional IRA. One the form, we filled out the...