Site search

Hi, I had a 401(K) account with one of my previous employers that had both traditional and Roth 401(K) contributions...

Hello- Husband owns business that flows to Schedule C and nets about $30K. Wife also works in business and gets...

Hello- Schedule C Owner with $30K net Schedule C. Wife works in business and gets small W2 but no other...

Hello – I had an individual come to me with some questions about withdrawals they have taken from their traditional...

I have a client that changed jobs at the beginning of March this year. He is trying to update his...

Here is an all-too-common situation that seems counterintuitive: A participant in a 401(k) retires and must take his required minimum distribution (RMD). This person requests that his entire 401(k) plan balance be directly rolled over to an IRA. The plan follows the participant’s direction, and the entire amount is sent to the IRA.

My aunt left her IRA to her estate. I am the executor of the estate. My banker said I can’t...

Hello- Client has W2 job where they maxed out their 401k. They also have about $23K of net Schedule C....

Question: Hi, In a recent blog post, you addressed the complicated rules for a 401(k) to Roth IRA rollover. I have a similar question as it relates to a pre-tax IRA conversion to a Roth IRA.

I have Schwab IRA’s and they do not send out a 5498 in May showing FMV if no contributions are...