Q&A of the Week September 29, 2021 Question Of The WeekAbby EllisSeptember 30, 2021gundlingacpa, IRAComment
What Happens If Your Spouse Fails to Designate You as Beneficiary of His or Her IRA? Jennifer McGheeMay 7, 2021IRA, spousal rollover IRA, private letter rulings, PLR, beneficiaryComment
Didn’t Contribute to an IRA Last Year? There Still May be Time Jennifer McGheeMarch 22, 2021IRA, 2020 tax return, deductible contribution, traditional IRA, Roth IRA, Simplified Employee Pension, SEPComment
Taking Distributions From a Traditional IRA Jennifer McGheeNovember 25, 2020traditional IRA, IRA distribution, IRA, RMD, Roth IRAComment
Important Takeaways From The SECURE Act Jennifer McGheeSeptember 18, 2020SECURE Act, tax reform, RMD, IRA, Roth IRA, 401(k), tax creditComment
Will You Have to Pay Tax on Your Social Security Benefits? Jennifer McGheeAugust 31, 2020social security, IRA, tax return, retirementComment
Q&A of the Week - July 15, 2020 Question Of The WeekAbby EllisJuly 15, 2020Gundling CPA QA of the Week, IRAComment
Q&A of the Week - June 24, 2020 Question Of The WeekJennifer WilliamsJune 24, 2020Gundling CPA QA of the Week, IRA, tax return, 1099, CARES ActComment
Is a “Backdoor” Roth IRA Right for You? Jennifer McGheeJune 12, 2020Backdoor Roth IRA, Roth IRA, IRA, retirement, 401K, high-income taxpayerComment
A Nonworking Spouse Can Still Have an IRA Jennifer McGheeJune 8, 2020IRA, Roth IRA, Spousal IRA, Catch-up contribution, retirement planningComment
