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We have a client that has an old 401K at Fidelity with about $350,000 in it. On Fidelity’s website it...

A maintains an IRA with a well-known investment firm. He has no spouse and has already started taking his distributions....

My wife’s father passed recently and left her a Roth. The Roth was converted from a traditional IRA in 2010,...

When I turned 59 1/2, and each year thereafter, I converted some traditional IRA money into one of my ROTH...

Hello, Note the following and my assumptions. Please provide your feedback/input where applicable in terms of whether my understanding of...

There was earlier discussion on this topic. One point of clarification needed: If a plan is a standard 401k without...

As a successor trustee, beginning in 2002, for my aunt and uncle’s Trust I’ve been trying to sort out various...

Client date of birth 6/2/42, retiring in June, turns 70-1/2 in December 2012. Client has a 401(k) and an IRA....

Greetings, This is the situation of my friend – whose husband has recently passed away with cancer. Before marriage the...

I have a client who recently passed and left her annuitized IRA’s to her son. They have 7 years left...