Site search

This question is not really related to IRA’s, but about gifting to relatives or actually anyone. I know there are...

An advisor called and said his 75-year-old client had just passed away. He had questions about the payout rules applicable to the three IRAs the client left behind: a traditional IRA, a Roth IRA, and an inherited IRA from his sister. I asked who the beneficiaries were.

Client , age 80 dies in 2023 prior to taking her RMD for the year. There is no named primary...

Hello, could someone please assist with calculating the appropriate cost basis (or partial stepped-up cost basis) & which would be...

Of the 92 provisions in the SECURE 2.0 legislation, signed into law last December, by far the most challenging is section 327. Section 327 changes the distribution rules for spouse beneficiaries of IRA (and workplace plan) account holders and is effective January 1, 2024.

I believe this strategy works, but please let me know your input: someone has after-tax and pretax dollars in an...

Person owns an Annuiy with lifetime income, even when the account value goes to $0. The also have a large...

If you prefer to register via phone, please call our office at (800) 663-1340. Our February 20-21, 2025, workshop in...

Good afternoon to all! A 401(K) employee participant in one of my groups wishes to rollover his Individual ROTH assets...

When someone leaves their IRA to their estate, after probate are the funds delivered to the beneficiaries of the estate...