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Hi: I have a couple questions: 1. Can NUA be applied to company stock in an ESOP? If so, the...

Background: I am over 70-1/2 (will be age 74 at the end of 2018) and taking RMDs from my traditional...

On 12 Jun 2014 the Supreme Court (CLARK ET UX. v. RAMEKER) decided that Inherited Roth IRAs are not given...

Client is 43. He wants to contribute 5500 to a Roth IRA ( he meets the income limit he is...

Is there ever a situation where an IRA can be gifted or transferred during someone’s lifetime and still keep the...

My client is 70.5 and still working and contributing to current employer’s 401k and is not an owner of the...

Hi, Husband passed away earlier this year at age 52. He had a 401(k) from a former employer which was...

I have a client that rolled over her 401(k) to her IRA and Roth IRA. She had a small amount...

I have a Traditional IRA to which I have made non-deductible (after tax) contributions. To my 401k, I intend to...

I have a 38 year old female client whose spouse of the same age passed away about 8 months ago....