The Weekly Scenario
Weekly Scenario: What Should I Do After Inheriting an IRA?
Question: I just inherited an IRA from my uncle. What should I do now?
Read MoreThe Weekly Scenario: Roth IRA Contributions Under TCJA
Question: I have exceeded the ability to make a Roth IRA contribution this year. Is it still possible to make…
Read MoreThe Weekly Scenario: Alimony & Tax Cuts and Jobs Act of 2017
Question: I receive alimony as a primary source of income. Does the Tax Cuts and Jobs Act of 2017 (TCJA)…
Read MoreThe Weekly Scenario: Tax Cuts and Jobs Act
Question: How did the Tax Cuts and Jobs Act passed on December 22, 2017 affect federal estate, gift and generation-skipping…
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