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What is the correct type of account to rollover assets from a Roth 401k to a Roth IRA? I distinctly...

I have read through the forums on this topic but would like to cross-check something my brokerage firm told me...

Can all or a portion of a lump sum distribution (taxes were withheld) from a DB pension plan be rolled...

Husband passed away several years ago with spouse inheriting his IRA with RMD requirements. Spouse’s 2018 RMD is $4,000, but...

Good afternoon. Say, if someone takes a distribution from 401(k) in 2018 and decides to use the 60 day window...

Can after tax money be rolled over to a Roth IRA and be excused from any penalty if distribution is...

When I was 70, in 2016, I bought an Index Universal Life policy with Living Benefits and according to the...

Husband & wife (each 50 yrs old) are getting divorced and husband has approx. $3M in his traditional IRA (rollover...

Here’s the situation. Husband passes away, leaves the IRA to his wife (his IRA is set up with Wife as...

Daughter age 51 inherits IRA at a bank in Sept 2016 (date of death of mother, age 86) value $...