Site search

Greetings, Last January, 2022 I rolled over my pre-tax lump sum pension of $125,000 (no after tax money was in...

Looking for some clarification 1) Child of participant is under age 21 and participant dies before RBD. Child is required...

I have leftover 529 money in 3 accounts for our 3 children who are the beneficiaries. I’d like to do...

Jane passed away at age 50 in 2021. Her IRA was left to a trust for the benefit of Jane’s...

Does an inherited Roth IRA *by a non-spouse beneficiary for death after 2019) have an annual RMD in addition to...

If I give my child a gift of $3,000 to put in their Roth IRA how would they report that...

Here’s the scenario…Father passed away in late 2020; he was 89 years old. His beneficiaries were his 5 children, who...

A client of mine worked at Amazon. His stock has a basis of $ 4,863.66. Instead of rolling over the...

I’d greatly appreciate any input on this situation w/ a recently (1/28/23) widowed client: She and her deceased husband, both...

1) I have a client whose mom died in August 2021. Mom had taken her RMD for 2021. Are there...