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Good Afternoon I am looking for help with the following scenario FACTS: 401(k) plan participant reached 70.5 in 2011 (dob...

I know that after 70-1/2 a person can take their RMDs out of any one or more IRAs to satisfy...

Hi, My wife is under 59 years of age. She is the benficiary owner of a NY State 457 plan,...

Client converted entire TIRA to Roth funded entirely with nondeductible contributions, and there are no other TIRA’s. The converted amount...

Good afternoon everyone, We were just retained on an estate. Decedent’s son came in and reported that his father had...

In 1997 I rolled-over my 401k into an IRA – $128k of the rollover consisted of AFTER-TAX contributions. I have...

In 2001, a husband and wife commingled each of their non-deductible IRAs with each of their IRA rollovers. It is...

I was made aware of an article written in Forbes entitled Roth for the Rich (google it and it is...

I HAVE A CLIENT WHO HAS A NJ LLC FOR MANY YEARS AND IS TREATED AS A DISREGARDED ENTITY &...

Hello, I spend a considerable amount of time looking after my retirement and other equity investments. They are mostly Roth/EdIRA...