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I have a higher net worth client that is interested in funding a Roth but can’t based on income. The...

If a person starts to gift in a year that the estate tax exception is 5 million will that be...

Are you inheriting an IRA? Here is a quick checklist for you. This list is designed for individuals who inherit as named beneficiaries. Some items will be different for a spouse beneficiary or if an estate or a trust inherits an IRA.

Have a client over 70.5 who does a Roth Conversion. Client has taken their RMD to cover the year of...

I inherited a Client who has an IRA and a Non-Q account, they are both in Fixed Index Annuities. My...

We frequently see situations where the estate is the IRA beneficiary either because the beneficiary form was never completed, has been lost by the IRA custodian, or, worst of all, the account owner actually named the estate as the beneficiary of the IRA. What options do you have when the estate inherits the IRA? We explain below.

Taxpayer moved traditional IRA from Brokerage House #1 to Brokerage House #2 in 2010. Somehow during the transfer of the...

Hello Folks, Situation: Old Employee Stock Matching program consisted of after tax company stock purchase with company match (pre-tax). This...

Welcome to this month's installment of Are You an IRA Expert? Always thought you knew more than the next guy about IRAs and retirement accounts? Well now’s your chance to prove it. Below are three questions, ranging from beginner to expert. Test your IRA skills by trying to get all three right!

Even though the 2011 tax season for most of us ended on April 17, 2012, some of us who made a timely IRA contribution for 2011 might have changed our mind on that IRA contribution. Specifically, some individuals who contributed to one type of IRA for last year may now want to change that contribution into a different type of IRA contribution.