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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...

Spring break. Warm breezes and ocean waves and fancy cocktails are top of mind. The aroma of coconut suntan lotion entwined with barbecue smoke floats on salty air. And when morning light flickers through the palm fronds, like Jimmy Buffett said, “I sure could use a Bloody Mary, so I stumbled over to Louie’s Backyard.”

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...

I have a client who passed away in January 2023. He was self-employed and contributed annually to his solo 401k...

My client converted the roth ira excess contribution to his traditional IRA account after finding out he was no longer...