by Kenny | Mar 22, 2018 | IRA BLOG
Question: Dear Sir, Greetings and wish you well. I heard about your helpfulness and appreciate if you can kindly advise me the following: We (mother and daughter) have an S corp and set up solo 401(k)s. I made an error in profit contribution. Unfortunately, I... by Kenny | Mar 21, 2018 | IRA BLOG
Spousal IRAs are designed to allow a working spouse to make IRA contributions for a spouse who does not have enough earned income to make their own IRA contributions. There are some key requirements that must be met: The spouses must be legally married and file a... by Kenny | Mar 15, 2018 | IRA BLOG
Question: Dear Mr. Slott, I found your excellent article in Financial Planning concerning excess IRA contributions discovered after the filing deadline. I was hoping you could clarify one point: Your article states that the IRS does not require the withdrawal of the...