Site search

I retired after 40 years with a mega corp in February 2018 at age 71. For some of those 40...

Have never done this before…. What are the steps to execute a NUA strategy from a 401(k) plan? How the...

I am trying to determine if the amount for my calculation of the 2017 solo 401(k) contribution is correct. Facts:...

I have a client who has 1 million in a 401K. She is 73 and still working and has not...

The record keeper is able to directly rollover the pre-tax dollars to an IRA but unable to perform a direct...

I seem to remember that the RBD for an employee older than 70 1/2 (not a 5% owner) is the...

There seems to be some confusion on what happens when a trust inherits an IRA. My understanding is that if...

My church is questioning their need to provide a proper acknowledgement of my RMD QCD for my annual financial gift....

I have a client who will be retiring 12/31/18 and will be rolling over her pensions lump sum to an...

Our client erroneously took a distribution in February 2018 and would like to know if he can put it back...