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Hello, In 2010, I contributed to a SEP IRA as a sole proprietorship. In 2011, I changed my business structure...

Can someone please let me know if this strategy works? John is 35 years old. He is single and his...

have a client wanting to use the 72t exception will be 56 at the end of this december -2012 1-...

I have 4 IRA’s and an acct left with my previous emplyer which happens to be a TIAA account. (worked...

Hello Alan and others My wife (62) and I (67) are both retired. She has a company 401K valued at...

I am 50 years old, working, with a 401k that has $150k in after tax basis and $25k in earnings....

Employee was hired at interim position at age 71 and left during same calender year so there is no 12/31...

Hello, A client wants to rollover after-tax contributions to a 401(k) to their IRA. How are these after-tax dollars tracked...

Inherited IRA bene needs to start taking their RMD no later than the following year of death, correct? If the...

Hello, If an individual passed away earlier this year who had not begun RMD’s (younger than 70 1/2) and whose...