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I can see the logic ( tax revenue ) of a “Noneligible Designated Beneficiary” having to fully distribute all assets...

I am thinking about funding a charitable gift annuity with a QCD for $50,000. Is the charitable gift annuity payments...

I have had 401k where I contributed a combination of pre-tax and after tax money (ROTH) into my company stock...

I have a surviving spouse client looking to consolidate accounts. When her husband passed away in 2017 we redesignated her...

Question: Starting in 2024, if you have a 529 plan you can potentially roll it into a Roth IRA if certain requirements are met. Could the 529 plan also go into a Roth employer plan? Thank you.

Question: Starting in 2024, if you have a 529 plan you can potentially roll it into a Roth IRA if certain requirements are met. Could the 529 plan also go into a Roth employer plan? Thank you.

In 2024, more Americans than ever before will reach age 65. By this summer, 12,000 baby boomers will celebrate their 65th birthday each day. This demographic milestone has been called “Peak 65.” If you are in this group, what does Peak 65 mean for your IRA?

Mr. Slott encourages large conversions from IRAs to Roth, which makes sense. Does that mean one should ignore IRMAA penalties...

A new client owns an LLC and employs his wife as an office manager–both over age 50. He has been...

I have a clients in their 60s with a 529 plan. Their child/beneficiary has graduate over 5 years ago. The...