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My situation that I am trying to navigate myself . 2017 returned filed with extension on 10/15/28 when we found...

Situation: Timing of inheriting Deceased Spouses IRA Spouse passed in 2019. Surviving spouse left IRA as is until 2025. This...

Hi.  Client A passed away in 2022, left his IRA to Client B, not his spouse, who was only six...

Hello- Scenario. A parent is the owner of a 529 plan for their daughter, then the parent decides to change...

We have a client (turns 43 in 2025) who inherited an IRA from her spouse. Her spouse passed away in...

Hello, I have a client who passed away in 2024 at age 81. The 2024 RMD was satisfied. The account...

A client did a rollover of after tax funds into a traditional IRA.  Funds have not been co-mingled but have...

Our client has a quarterly QCD set up for his 80% of his RMD in 2025 to go to his...

Original T-IRA owner dies in 2023, before her RBD Daughter, Non-EDB, inherited Daughter dies in 2025 leaving the inherited IRA...

I’m repositioning a client, 70, from a nearly ended 10-year qualified FIA, into a Q FIA that far better serves...