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1. If I give a $5,000 gift to my son Steve 2. Steve (the custodian of a 529 plan for...

Client had 401k balance consisting of 80% pre-tax dollars and 20% after-tax. Client requested direct rollover of pre-tax to their...

Client performed a partial 401k rollover. Plan balance was 500k and rolled over 400k. The 400k was Pre Tax, Roth...

I have a prospect with a P&G profit sharing plan. They just retired after 25-30 years, and have around 200k...

upon my request my employer will be distributing company shares utilizing NUA to brokerage account. I understand that basis of...

I want to ensure I understand this correctly before making a mistake. I left my company and executed a 401k...

IRA owner executes a valid IRA Trust to receive the RMD after his death. In the trust the trustee has...

It is my understanding that most often the RMD from a ROTH IRA is not taxed. I know that there...

Is it allowable to have after tax contributions converted to Roth 401(k) via an in-plan conversion? Seems like it makes...

Is it allowable to have after tax contributions converted to Roth 401(k) via an in-plan conversion? Seems like it makes...