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Can anyone provide insight into why the tax law that created the possibility of an IRA distribution to a Charitable...

I earn too much money and can’t do a Roth IRA. I have heard about the back-door Roth IRA strategy for those who earn more than the allowable contribution for the Roth IRA where they contribute to a traditional IRA and then roll over to a Roth IRA.

I have a traditional IRA and my wife is the primary beneficiary. She has a traditional IRA and I am...

An estate can become the beneficiary of a person’s IRA in a couple of ways. First, the estate could be named outright as the beneficiary on the beneficiary form. This is not recommended. Why? One reason is that a non-designated beneficiary (like an estate), must follow certain restrictive payout rules.

Hello, Have a situation as follows: 1. Surviving Spouse received a 401K Beneficiary account after spouse died in 2022 2....

I have a new client that is self-employed and files a schedule C. She has been making SEP IRA contributions...

Spouse who was sole owner and 15 years younger of her husband’s IRA elected to claim as a Bene IRA...

Employee terminated employment and had the recordkeeper transfer funds to her new plan. The recordkeeper cut checks for her Roth...

If a client is still working and opens and funds a SEP IRA mid-year of the year they are turning...

Company A has maintained a safe-harbor 401(k) for many years but sold its assets in March 2023 to Company B....