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I have a client who recently passed away at age 76 and left his IRA to his 4 children as...

I’m looking for confirmation of a rule I heard recently. If an employee can take in-service distributions of prior after...

Good Afternoon, I understand that a SIMPLE plan sponsor can lower the match to as little as 1% in 2...

While planning to transfer a traditional IRA (all pre-tax) to a R/O IRA created from a 401k I thought was...

Our 89-year old client died August 2012. Her IRA named her revocable living trust as the beneficiary of her IRA....

Client laid off; Had highly appreciated stock (cost basis very low) in 401k. Client took advanatge of NUA early in...

I am helping my father with getting my mother’s IRA rolled into his. She passed away in June and had...

Assume an IRA is $100k with $30k of basis. Want to rollover $70k pretax money to company 401(K) and then...

Good Afternoon I am looking for guidance with the following fact pattern: Traditional IRA account owner, 65 passes away in...

Have 3 Primary Beneficiaries (All Daughters) where their father passed away 7-1-2011. There are 2 qualified annuities with 2 different...