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I have a client who invested in a Private Placement of stock in a traditional IRA. The Custodian traditionally gave...

Non-Client elderly spouse rolled over recently deceased spouse’s IRA 2 months ago without consultation, 1 week after spouse’s death. She...

Client Profile: Divorced Female, DOB 7/21/1942, good health, 3 grown kids with 8 Grandkids (11 Gifting oppurtunities). $13k X 11...

Hi, I reached 70.5 this month. I understand I have to take RMD either this year or before next April....

It is my understanding that after-tax IRA balances cannot be rolled INTO an employer-sponsored plan. Can someone help me verify...

Client is currently 58 and is considering retiring next spring when he will be 58 1/2. He has worked with...

Good Afternoon Please help with the following case [b]FACTS[/b] An indvidual, age 54, took early retirement; receiving his initial pension...

Employee attains age 55 and subsequently is terminated as company is dissolved. Employee desires to take total (100%) distribution from...

My 401k has appreciated company stocks. I plan to distribute all stocks in my 401k to an outside taxable account...

Hoping I can get some advice here. My dad passed away in August 2012 at the age of 72. From...