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Hi there, Have a client that has an old 529 Plan with $36k at Merrill Lynch (not with me). He...

Can I make a withdrawal from my Traditional IRA for purchasing a Charitable Gift Annuity in he amount of $10,000...

Good morning. Questions on a 401(k) that has both pre-tax and after-tax contributions: If participant does a rollover to an...

My client’s father passed away 4 months ago, leaving her as a beneficiary of his IRA. After he passed, his...

My client does not want to hand over a big sum to their daughter after her death. The client wants...

We have had a client that was gifted shares at a loss. The fund company is asking which cost basis...

The Eligible Designated Beneficiaries (group) is lightly addressed in IRS publication 590-B (Rev 2022). In view of last weeks revelation...

Client has a profit sharing plan at work that is no longer funded. They are able to self direct it....

ERC credits would be the first satisfying thing after the pandemic, but what government say about it?

When doing a backdoor Roth all IRA’s are considered so often it doesn’t make sense if you have other IRA’s...