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If a client takes his RMD in January and then wants to make a QCD in December, how does the...

T-IRA owner, age 73, died 3/24/20 Surviving spouse, sole beneficiary – inherited the IRA – took RMD’s in 2021 &...

If a child is graduating with money left over in his Coverdell, but not yet earning qualified income, will this...

If one were to fund a (qualified) SPIA using some part (but not all) of the IRA money prior to...

Hi, My father earned large 6 figure 1099 income (for one time contractor work) in 2022 and passed away in...

Client turned 72 in September of 2022. Under current law she would be required to take her first RMD based...

client has Roth ira with bank in a CD. She wants out of the bank Roth cd and open up...

According to the text of SECURE 2.0, the new “Applicable age” under Section 401(a)(9)(C) is: “(I) In the case of...

Hi all, This might be an easy one: We have a new client, widow in her 80s. Her husband passed...

An article posted on WSJ.com today states: “ Congress is on the verge of passing a bill that aims to...