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Must have for financial and tax professionals:IRA...

Must have for financial and tax professionals:...

Calculators, forums, articles and more on 72(t) and 72(q) /SEPP Plans. Includes RMD Calculators...


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  • My client inherited an IRA from his father who died at age 80. Can my client use the five-year rule to take distributions from the IRA?

  • Can I establish a joint-IRA for my wife and me?