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I have a significant portion of my retirement portfolio in tax-deferred 401K. For new contributions, I do intend to only...

I apologize if anyone has already answered this, but I didn’t see it in the recent topics discussed. The question...

Question:I have a large amount of stock from a previous employer in my 401(k). I had been reinvesting the dividends for the last 23 years since I left the company. I no longer want to reinvest the dividend to buy additional shares. Most of the stock has appreciated considerably since I bought it.

Client’s mother passed away leaving a NQ annuity worth 780k with 238k cost basis. Mother passed away on 3/9/23. They...

What is the best tax advantage way for the heirs to recieve the IRA money? Is it feasible for the...

A couple of years ago I was asked what the tax consequences are when a Roth IRA is split in divorce. After a pause, I answered honestly: “I have no idea…but will find out.” In fact, there is no specific guidance in the Tax Code or in the regulations on how to handle such a transaction.

PLEASE HELP!! The situation is: I inherited a ROTH IRA in 2017 from my father. In 2022, I invested a...

Although the U.S. divorce rate is in a steady decline, it’s still one of the highest in the world. And with divorces often come QDROs – “qualified domestic relations orders.” A QDRO is a state court order obtained by divorcing couples that requires a company plan to pay a portion of the benefit of the spouse participating in the plan to the other spouse.

Is the “See Through Trust” still valid with the new RMD laws. Meaning, I named my Trust as my IRA...

A client left their employer a few years ago, and the first distribution from her plan was a check she...