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Client has been doing back door roth conversions, the last occured in April 2025 and he as a balance in...

Hello! I just turned 58 years old and will be retiring and taking distributions from my current employer’s 401k using...

Hello, Please see below. The client made non-deductible IRA contributions and subsequent Roth conversions as follows: 4/8/2024: Contributed $7,000 for...

Hello, Please see below my client’s situation: The client made non-deductible IRA contributions and subsequent Roth conversions as follows: 4/8/2024:...

Any thoughts on this. Client has ~$2m Rollover IRA. The account contains ~$70k in after-tax contributions. Client is 58, had...

I posted on some basics of my question in a past post but now have more specifics after speaking with...

HOW TO REGISTER A NEW BDA ROTH IRA ACCT.  AFTER THE FIRST BENEF. DIES AND IT GOES TO THE SECOND...

Hello – I want to confirm my understanding of the pre-SECURE ACT rules on inheriting a ROTH IRA.  A sister...

Hello – I want to confirm my understanding of the pre-SECURE ACT rules on inheriting a ROTH IRA.  A sister...

Hello, I have a question regarding an inherited inherited IRA. I have a husband and wife client. The husband’s mom...