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Question: Hi, In a recent blog post, you addressed the complicated rules for a 401(k) to Roth IRA rollover. I have a similar question as it relates to a pre-tax IRA conversion to a Roth IRA.

I have Schwab IRA’s and they do not send out a 5498 in May showing FMV if no contributions are...

My client passed away in 2024 with an IRA VA that was left to her estate. She had already started...

In 2024 I rolled over 11500 from a 401k to an ira and also converted 25000 from 401k to Roth...

The 529 account we established for our son has funds left in it sufficient to cover 5 years of maximum...

Alan, my understanding of advice for a married couple (ea. 80 yr. old) with a ROTH IRA wishing to leave...

Client inherited an IRA from a good friend (non-relative). Her RMD for 2025 was not taken. questions: The RMD has...

Do you have a Roth IRA? If you do, there will very likely come a time when you want to take a distribution from that account. The distribution rules for taxation of Roth IRA distributions can be complicated, but if they are followed, the reward is tax-free withdrawals in retirement.

Tax prepping client who changed jobs. Money was taken from old 401k to satisfy a loan when he left. Code...

Hypothetical example:   IRA Owner born July 1,1968 takes first 72t distribution on July 8, 2024.  Is the last distribution in...