In her June 28, 2023, Slott Report post, Sarah Brenner discussed several reasons why it pays to roll over your...
If you are like most American workers, you will change jobs many times during your lifetime. With a job change,...
When an IRA owner dies, we look to the beneficiary form to determine who should receive the IRA funds. After...
Some of you are aware that there are two types of Section 457(b) retirement plans. The first are governmental plans...
Same-sex couples may want to consider plans for their retirement accounts. Since the SECURE Act and SECURE 2.0 have overhauled...
If you find yourself in a unique situation, keep one question in mind: “If the IRS asks questions, can I...
=Although the U.S. divorce rate is in a steady decline, it’s still one of the highest in the world. Consequently,...
The biggest advantage that a spouse beneficiary of an IRA has over other beneficiaries is the ability to do a...
For deaths in 2020 or later, we know that a non-eligible designated beneficiary (NEDB) of an IRA is subject to...
It looks like IRA owners will probably have to wait a while to take advantage of a new program that...
I got into some poison ivy and am suffering the consequences. It takes a few days for the welts to...
The “once-per-year” rollover rule is one of those IRA rules that has serious tax consequences and cannot be fixed if...
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