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Hi, I am helping someone who unfortunately had their spouse pass away unexpectedly in the last week. The deceased had...

How does one deal with the after tax portion of a 401k rollover? Can this amount be used to create...

If an individual would like to convert their traditional IRA to a Roth in the year in which they turn...

I have a 57 year old client that took a large distribution from her 401k early in the year and...

I have a new client 56, she is a widow, her marraige was a second marriage and her spouse left...

A client had a small IRA at a Credit Union and the beneficiary is their living trust. The husband died...

A client asked me a question out of left field. They have a Self Directed IRA and want to use...

“I began receiving required minimum distributions from my company’s retirement plan. Can l roll over these amounts into my IRA?”...

I have a substantial amount of consulting income (self-employed income) and have already maxed out my SEP IRA. I want...

Any ideas, other than gifting, to minimize the 4.5% PA inheritance and estate tax on a $1,310,000 estate when passed...