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Our client, Cindy who inherited her mom’s IRA back in March 2024. Cindy inherited an IRA and a Roth, both...

Scenario: Wife: Birthdate: Jul 26, 1967  IRA Value $520,000  ROTH IRA: $42,000 (of which about $30,000 is contribution and open over...

IRS  final regulations: “If the employee (IRA owner) died on or after the required beginning date and the beneficiary is...

Client took a distribution from a separately held Roth IRA about one week before reaching age 59½. The Roth IRA...

How does the IRS ensure that a 60 day rollover is repaid with after tax funds?  Say client intiates a...

Hello! Decedent passed away 2023; he HAD begun RMDs. His IRA bene was a Trust (now a Marital Trust that...

We have a client that has an incredibly large ESOP Account, with no NUA Opportunities to take advantage of. The...

Parents have revocable trust that names their children’s revocable trusts (which parents created) as beneficiary. The IRA names parent’s trust...

IRA owner dies and has trust listed as the IRA Beneficiary. It is a look through trust and the named...

Hello, We have had a few examples were a client has a rollover into a Trad IRA and it includes...