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Hypothetical example:   IRA Owner born July 1,1968 takes first 72t distribution on July 8, 2024.  Is the last distribution in...

Client converted after tax money from their 401(k) to their Roth IRA but mistakenly also converted the earnings instead of...

Came across an interesting case, but a bit of a quandary. Seems a window who had a large IRA made...

I have a quick question.  Is there a deadline for IRAs to be transferred to the spouse after the divorce...

Hello, We had an extensive “conversation” in November 2024 regarding using NUA for my first (2024) and second (2025) year...

Have client with approx. 600k in an IRA. She made a trust for her grandson who has some disabilities. She...

I made after tax IRA contributions  for a few years in the 1990s. I calculated the percentage of my total...

We have a client who left her previous job and is looking to do a rollover of her pre-tax 401k...

If we roll out the a Roth 401k before someone is 59 1/2 to a Roth IRA, are the contributions...

I had a client file their taxes. They told their accountant they weren’t planning on making any Roth contributions and...