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529 to Roth

Hi there, Have a client that has an old 529 Plan with $36k at Merrill Lynch (not with me). He...
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RMD Relief? No Thank You!

The IRS unleashed massive confusion last year. To the surprise of many, it released proposed SECURE Act regulations requiring beneficiaries (on some occasions) to take required minimum distributions (RMDs) during the 10-year payout period.
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Cost Basis Method

We have had a client that was gifted shares at a loss. The fund company is asking which cost basis...
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