Site search

To begin, my wife and I live overseas. This means that our extended deadline to file taxes is June 15....

Client inherited an IRA this year. Original owner was past RBD age and has been taking RMDs. However, RMD had...

I am the executor of my father’s estate. My parents set up IRA in the 1980’s with each other as...

No idea why this is so confusing to me. Husband, age 64, died in 2023. Spouse, age 58, is the...

I have a client whose spouse passed 2 years ago. He was 75 years. She is 72 years old now....

Good Day. A spouse is the sole beneficiary of a Roth ira and inherited her husband’s Roth IRA. He had...

Client had Roth IRA for over five years after retiring at age 55. Withdrew money after holding it for five...

Client just learned they are a victim of identity theft. As a result, their SEP IRA contribution was never received/processed...

General question of timing of reporting for rollovers. Is a rollover considered done at time of distribution from a plan...

We are in our mid-80s. I have a TIRA and a somewhat significant 20 year old Roth IRA, She has...