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Hi there! Want to bounce this off of someone for clarification please. Original owner died 4/2/2020 and was taking RMDs....

Client is over 59.5 and has a total of $67,000 that he is intending to roll into his ROTH. This...

Some of you are aware that there are two types of section 457(b) retirement plans – governmental plans for state and local municipal workers, and “top hat” plans for highly-paid and managerial employees of tax-exempt employers like hospitals. What you may not know is that the two types of plans are different in several important ways.

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...