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The Weekly Scenario

Weekly Scenario: What Should I Do After Inheriting an IRA?

May 27, 2019 | Share:

Question:  I just inherited an IRA from my uncle. What should I do now?

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The Weekly Scenario: Roth IRA Contributions Under TCJA

February 16, 2018 | Share:

Question: I have exceeded the ability to make a Roth IRA contribution this year. Is it still possible to make…

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The Weekly Scenario: Alimony & Tax Cuts and Jobs Act of 2017

February 9, 2018 | Share:

Question: I receive alimony as a primary source of income. Does the Tax Cuts and Jobs Act of 2017 (TCJA)…

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The Weekly Scenario: Tax Cuts and Jobs Act

January 12, 2018 | Share:

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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