Site search

8 years ago 2015 I contributed to first Roth Ira. Had a problem with Roth contribution limit so had to...

We have a client whose father passed away in 2019, pre-Secure Act. He listed his Trust as the IRA beneficiary,...

28-year-old taxpayer wants to convert funds from INHERITED IRA (Death occurred in 2019) to a Roth IRA. She does not...

I have a client who passed away and then ten days later, one of the three beneficiaries dies without accounts...

My clients have just received their divorce decree. Regarding the money in IRA’s it says. (the IRA has annuities in...

I have some follow-up questions about the “Roth 401(k) Withdrawals after Age 55” September 2022 forum discussion. That discussion specifically...

My will, upon my death, becomes a Testamentary Trust, giving my three grandchildren my estate at ages 25, 30 and...

My will, upon my death, becomes a Testamentary Trust, giving my three grandchildren my estate at ages 25, 30 and...

CC retired in May 2023 at age 79. She worked full time up to the date of her retirement in...

Do beneficiaries subject to the 10-Year Rule who inherited from someone dying on/after their [required beginning date] need to take...