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A client of mine requested a rollover from 401(k) after speparting from service. He is 45. Fidelity is processing and...

Question: After-tax contributions to a company 401k plan can be transferred (distributed/ “rolled over”) to a Roth account…? The earnings...

1) Are there any states that protect IRA account from Medicaid (nursing home qualifications). I am specifically interested in California,...

I have 401(k) plan. I am over 60 and plan to retire and convert my 401(k). If I have Roth...

Normally NUA held stocks (after they were distributed from 401k account) do not get stepped basis when the holder of...

My girlfriend passed away on Jan 9, 2018 (birthday 5/08.1952). I was named as the primary beneficiary with no secondary.....

Does anyone know if a client has commingled after-tax and pre-tax contributions to an IRA, can they rollover just the...

Do you know if the Government TSP plan has any provisions that would allow withdrawals without penalties for someone who...

have an employer 401(k). I contribute 40k to my 401k. I allocate my contributions 50% to S&P 500 and 50%...

“Once an IRA owner starts taking RMDs, the beneficiaries’ only options after the owner dies are lump-sum or out-in-five. They...