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In my Savvy Advisors book it says, A beneficiary must be given the option to do a direct transfer from...

clients are not married. The husband has an account of 40k he wants to give to her. He can gift...

Client (Married filing joint) plans on doing a NUA transaction this year (2018) and holding the stock until at least...

New client has 2 IRAs from taking a distribution from his 401k in 2012; while still working. – After tax...

My wife and I are 65, retired and have traditional IRAs. I would like to find a planning software that...

I’m meeting with some prospective clients soon. One spouse owns a large 401k which he will continue to contribute to...

Client turns 59.5 on Sept 1, 2018. Converted 100k to Roth IRA on 2/1/18. My understanding is no 5 year...

Vegas is among the fastest expanding cities in America. For a while now there has actually been a boom in...

Client is 72 and inherited Traditional IRA from 65 year old deceased spouse in May 2018. The IRA has been...

Hi, i have an IRA account that was funded by after tax contribution. Over time, the accumulated earning (gain) in...