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– IRA account owner dies at age 65 in 2017 – Non spousal beneficiary age 69 inherits account and funds...

If someone (non-spouse, non-estate) inherits an IRA two months after turning 72 years old, is the stretch option available? This...

Very complicated situation, a lot to unpack: My client’s father died in 2013. Estate has been settled and closed for...

I apologize if this has been covered before, but I couldn’t find it. I am 72 years old, and I...

A married couple lived together the entire year of 2020. Taxpayer’s wages were $90k. Spouse’s wages were $84k. Combined AGI...

A married couple lived together the entire year of 2020. Taxpayer’s wages were $90k. Spouse’s wages were $84k. Combined AGI...

The so-called “rule of 55” allows penalty-free early distributions from a 401k if the participant separated from the employer after...

A taxpayer we will call “Mary” owned both an Traditional IRA and a SIMPLE IRA with different custodians. After a...

My mother passed away this year and one of my siblings plans to take her share of the inherited IRA...

Hello – If someone has a Roth IRA funded exclusively w/ after-tax contributions, AS WELL AS a Roth CONVERSION IRA...