Employee Tax Expert
Member profile
CPA
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Doing some tax planning now when you have 10 years before you have to take Required Minimum Distributions (RMD) gives you time to strategically leverage future ...
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Congratulations on your recent retirement! Since your tax situation has changed significantly, this is an excellent time to review your potential income streams...
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I am so sorry for your loss. Dealing with the necessary financial details after the passing of your parent is certainly a challenge, but I can clarify your ques...
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Since your husband turned 73 in 2025, he is required to start taking Required Minimum Distributions from his IRA's beginning with tax year 2025. You are correct...
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The amount of Social Security retirement benefits is based on Lifetime earnings and your age at retirement. Regarding lifetime earnings, the highest 35 years a...
Activity Feed for K M W
- Posted Re: Assuming the nest egg is primarily annuities, 410K, IRA and ROTH IRA. What are some tax reduction strategies before entering RMD age in 10 years and also during RMD age? on Retirement tax questions. October 23, 2025 6:07 AM
- Posted Re: Tax-efficient withdrawals of retirement funds on Retirement tax questions. October 23, 2025 5:51 AM
- Got Cheered for Re: When to report IRA basis?. October 22, 2025 4:24 PM
- Posted Re: How To Strategize RMDs on Four IRAs Inherited April 2025 on Retirement tax questions. October 22, 2025 3:02 PM
- Got Cheered for Re: Self-Directed IRA with Real Estate RMD and Tax Advice. October 22, 2025 2:57 PM
- Posted Re: Self-Directed IRA with Real Estate RMD and Tax Advice on Retirement tax questions. October 22, 2025 2:45 PM
- Posted Re: Social Security on Retirement tax questions. October 22, 2025 2:24 PM
- Posted Re: When to report IRA basis? on Retirement tax questions. October 22, 2025 2:09 PM
- Posted Re: Inherited IRA Account on Retirement tax questions. October 22, 2025 1:47 PM
- Posted Re: inherited money on Retirement tax questions. October 22, 2025 1:26 PM
- Posted Re: IRA options on Retirement tax questions. October 22, 2025 1:04 PM
- Got Cheered for Re: Rollover into a 401K, then withdrawal before age 59 1/2. October 22, 2025 12:57 PM
- Posted Re: Rollover into a 401K, then withdrawal before age 59 1/2 on Retirement tax questions. October 22, 2025 12:40 PM
- Posted Re: is it better to convert a 401k into an IRA or Trust fund for our children? on Retirement tax questions. October 22, 2025 11:00 AM
- Got Cheered for Re: Annual Installment Method for Large 4th quarter rollover to Roth IRA from traditional IRA. October 22, 2025 10:51 AM
- Posted Re: Non-Roth Withdrawals on Retirement tax questions. October 22, 2025 10:46 AM
- Posted Re: Annual Installment Method for Large 4th quarter rollover to Roth IRA from traditional IRA on Retirement tax questions. October 22, 2025 10:30 AM
- Posted Re: Federal income tax on Retirement tax questions. October 22, 2025 10:11 AM
- Got Cheered for Re: Social Security Tax. September 17, 2025 2:54 PM
- Got Cheered for Re: Roth contribution limits and exceeding the allowable earnings. September 17, 2025 2:20 PM