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client is electing to take ss at age 64 while still working P/T. She is stating that after age 66,...

I have a client that’s sister died and left him her BD Ira. Does he have to take it over...

Person has a 403-B acct held at their previous employer for the last 5 yrs. He is now 71. He...

I just did a trustee to trustee rollover of my 401k to an IRA and a Roth IRA. It was...

I am considering the possibility of the govt changing the rules regarding the ROTH IRA tax exclusion. Do you think...

Sorry, yet again another post tax to Roth IRA question. Wish the IRS would come out with some sort of...

Can’t seem to find any guidance on this fact pattern: 100% 2011 conversion is done and partially recharacterized in 2012....

If worst-case scenario occurs, and we go over fiscal cliff…and someone dies soon after with net worth well over the...

I’ve read that one should not leave an IRA to a Living Trust unless it includes language that qualifies the...

A client had a one person DB plan that was closed in April of this year and had the known...