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We have a prospect that took a $25,000 distribution from her IRA in October of 2010 with the intention of...

I have a client (I am a fin’l advisor not tax preparer) whose CPA decided on his own to elect...

Thought it might be fun to get a live take on what is happening from actual attendees! Session 1 I...

I am buying a $300,000.00 investment rental. I wish to have my IRA be my partner. I will but down...

If a trust was the beneficiary on an IRA, and proceeds paid out to the trust, can the trust beneficiaries...

I am a mid-20s grad student, paid by the university (~$31,000/yr) to do research. After saving up for many years,...

In mid-November I took an IRA distribution of a significant amount to help with a large purchase with intention of...

My mom left an inherited IRA for me when she passed. My tax prep guy told me I could draw...

This is the time of the year when missed required distributions (RMDs) for the prior year surface. Do you know what needs to be done to correct the situation?

Ed Slott has talked about "Reporting Roth IRA conversions" in all of his seminars, and The Slott Report has touched on the subject in multiple entries over the last few weeks. Ed wrote a March 20th article for Investment News about the avalanche of questions about to come in (if they haven't already) on Form 8606. It has been around for years--but it will never be as popular as this year because of two key tax law changes in 2010.