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Client had an IRA with both pre-tax and after-tax dollars. As of 12/31/2021, the nondeductible contributions in the account totaled...

If the beneficiary of an inherited IRA is the estate, but one of the beneficiaries who ultimately receives the funds...

I have a client who mistakenly had his After-Tax contributions (not Roth 401k) sent to himself vs. rolling over to...

I have a client who has over $40,000 in a Coverdell plan for her son who is over age 21...

Apologies as I suspect the details will make this a long question… Scenario…401K contains 2 “blocks” of employer stock. These...

The original Roth IRA was owned by a client whose DOB was 01-1951. When the client passed away 02-2021 the...

I did a classic backdoor Roth conversion. No Traditional IRA balance, made $6k after-tax nondeductible contribution to Traditional IRA, immediately...

I inherited a Traditional IRA with basis. Is it accurate that one can’t efile when an 8606 is needed for...

Client’s daughter as POA did an IRA distribution to pay nursing home expenses for her parents. Client died 12/28/2021,after the...

A prospect/client lost her husband 5 years ago and he had a very healthy pension of approximately $1.0 million. She...