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We have a client who is inheriting $ 80,000 of a nontaxable Thrift savings plan balance along with the regular...

The short version: Victims need to deposit (via EFT) a restorative payment into their retirement accounts at a different financial...

A client has a 401k balance of $1 million. Included in this $1 million balance is an after-tax contribution balance...

Can you address underpayment penalty of paying taxes of a Roth Conversion?  I understand to max dollars to your Roth...

Good afternoon, I am finding conflicting guidance on this matter and would appreciate your help. Are “mega backdoor” roth conversions...

Have client whose wife passed away. She has an IRA and a retirement account with Thrift Savings Plan. Questions: does...

The arrival of the SECURE Act means the end of the stretch IRA for many beneficiaries. Instead, a 10-year payout rule applies for most IRAs inherited by non-spouse beneficiaries. However, the SECURE Act does allow the stretch to continue for certain select groups of beneficiaries. These beneficiaries are called “eligible designated beneficiaries” (EDBs).

My wife recently passed away and I inherited her Roth IRA.  Both Roth accounts were opened in 2014, so they...

If a client’s spouse passes away and they initially elect to have the IRA titled as an Inherited IRA, is...

A client is 58 years old, has been with ATT for 27 years, and is still actively employed. Her CPA...