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SECURE 2.0 expands qualified charitable distributions (QCDs) by allowing a one-time only QCD of up to $50,000 to a split-interest entity. As a result of this new rule, there is now a great opportunity to fund a charitable gift annuity (CGA) with a QCD.

A trust has a traditional IRA where the account holder has just passed away. There are four beneficiaries of the...

Question:Good afternoon. I am looking for some Net Unrealized Appreciation (NUA) help, please.If someone does a rollover of company stock to an IRA, can she undo that rollover and then do an NUA transaction?Thanks,Alan

A client was told by plan custodian they had 60 days to decide if they want to take a distribution...

Client is a S corp. Made 7K of contributions in 2022. She has contributed $1,000 per month in 2023. Client...

By Andy Ives, CFP®, AIF®IRA AnalystFollow Us on X: @theslottreport The Ed Slott team answers thousands of IRA and work plan questions...

Our client’s source of income ceased this last year but they continued paying themselves a salary and withholding simple IRA...

Participant took qualified corona virus distribution in November 2020 from his 401k plan. Participant died in 2022 having not repaid...

Hello, Question on opening a Simple IRA. Simple IRA needs to be opened by October 1st for 2023 but does...

2 months before my Aunt passed away she sat down with her POA and made him beneficiary of her Ira....