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Client , age 80 dies in 2023 prior to taking her RMD for the year. There is no named primary...

Hello, could someone please assist with calculating the appropriate cost basis (or partial stepped-up cost basis) & which would be...

Of the 92 provisions in the SECURE 2.0 legislation, signed into law last December, by far the most challenging is section 327. Section 327 changes the distribution rules for spouse beneficiaries of IRA (and workplace plan) account holders and is effective January 1, 2024.

I believe this strategy works, but please let me know your input: someone has after-tax and pretax dollars in an...

Person owns an Annuiy with lifetime income, even when the account value goes to $0. The also have a large...

If you prefer to register via phone, please call our office at (800) 663-1340. Our February 20-21, 2025, workshop in...

Good afternoon to all! A 401(K) employee participant in one of my groups wishes to rollover his Individual ROTH assets...

When someone leaves their IRA to their estate, after probate are the funds delivered to the beneficiaries of the estate...

Question: Dear Mr. Slott, I made $40,000 additional non-deductible (after taxes) contributions to my IRA many years ago. I have filed IRS Form 8606 every year informing the IRS of the contributions. I would like to withdraw the $40,000 this year so that when I have to take my RMDs next year, the reporting to the IRS will be simpler.

Client, age 80, is still working and makes deductible IRA contributions. Also makes Annual QCDs. I heard that this scenario...