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Our client died in 2023, age 90, and named his minor grandchild, age 11, as a 6% beneficiary. The exact...

Decedent died at age 95 with a trust named as the IRA beneficiary. It is a conduit trust. The trust...

Year-end to-do lists are commonplace. The problem is, they always seem to get published in mid-to-late December. I can almost hear the collective “thanks for nothing” comment from readers as the information arrives too late to act upon. As we are still before Thanksgiving, here are a few year-end items to consider…before it really is too late.

This is not related to IRA. If DPAT is set up and primary residence with reverse mortgage is the asset,...

Taxpayer needed liquidity in a hurry so he withdrew a 3 million dollar publicly traded stock from an individual ROTH...

Can somone give me clarification on how often employees can sign up for a SIMPLE IRA? We have a plan...

Clients were divorced as of 9/30/23. The divorce decree specifies that the husband’s IRA should be split 50/50. Should the...

Hello, If a client has a rollover IRA with $10K in it and they open a non deductible IRA and...

Hi! I misfiled a Solo 401k with Schwab. I thought I was a 1099 employee, but I am a K-1....

I have a client age 53 whose husband age 62 passed away. He has a large IRA I want to...