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Hi I have a client that inherited a successor beneficiary IRA from her spouse in 2016. The IRA was originally...

I have a client who owns three IRA annuities. The client is 80 years old. The client was single when...

My friend is 88, in good health, and has a trust. She also has an IRA and wants to give...

Since the raise of the RMD to 72, is the QCD still okay for those who are 70 1/2 and...

I received a form 5498. It showed a 2022 traditional IRA contribution in box 1. I have no problem with...

I have a client who retired in his early 50’s. He has low basis stock that is currently eligible for...

A friend will be 81 this year and her sister died in 2022 and left her $2.3M IRA to this...

Son is designated beneficiary of his father’s 403(b).   His father inherited the 403B from his spouse when she died in...

A couple of questions regarding Roth IRA excesses from 2021, 2022, and 2023: 1. I have excess from 2021 that...

Suppose IRA owner leaves the account to a qualified conduit trust where both trust beneficiaries are minor children of the...