Will the Election Rattle Your Retirement?

The laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. This will impact Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. This is MUST KNOW information for Retirees and Near-Retirees […]

Estate Planning and Digital Assets

Mishaps can sweep away digital assets, destroying sentimental photographs or videos in a blink the same way a natural disaster can wipe away years of memories […]

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Tax Plan Calculator

Form 5498

This form is filed for each person whom maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).

Publication 590-A

This publication discusses contributions to individual retirement arrangements (IRAs). An IRA is a personal savings plan that gives you tax advantages for setting aside money for retirement. For information about distributions from an IRA, see Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs).

Publication 590-B

This publication discusses distributions from individual retirement arrangements (IRAs). An IRA is a personal savings plan that gives you tax advantages for setting aside money for retirement. For information about contributions to an IRA, see Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs).

Publication 559 – IRD – Income in Respect of a Decedent

All income the decedent would have received had death not occurred that wasn’t properly includible on the final return is income in respect of a decedent.

MEC – Modified Endowment Contract

QLAC – Qualified Longevity Annuity Contract