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I had the understanding that if an employee of a company who accepted an official “early retirement package that included...

My wife left her job (age 35), and we want to roll/move her pension into a IRA. Her current amount...

I have a client that rolled his late wife’s 401K into his 401K and then we rolled it over into...

Am I correct that if a 401(k) plan allows for non-hardship in-service withdraws as well as after-tax contributions, a participant...

Hi My name is Virginia Ilie. I have few questions to ask. Recently I rolled all my retirement benefit in...

Thoughts on this scenario? Am I thinking about this correctly? Client is age 72 and still working. $1.13m in 401k...

Can a person transfer their IRA multiple times in one year. I think I’ve heard that you can only roll-over...

My Father passed away in Feb, 2012 after his RBD and my sister and I inherited a couple of IRAs...

Since cost basis is constantly being lowered in an oil MLP due to return of capital, does cost basis step...

Client has 9,000 in a Roth 401k and 16,000 in the regular part of the 401k. He is leaving the...