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All, I am having extreme difficulty in obtaining an answer to the following: Does a 401(k) participant have the ability...

Sir/Madam, My client was born in July 1940 so he turned 70 1/2 in Jan 2011 and his required beginning...

I’m getting different answers to this question so I thought I would ask the experts here: 1) Pre 59 1/2...

Good Afternoon What are the rules regarding satisfying RMDs when an individuals has a annuitized one IRA (#1) while a...

I am a stock broker/financial planner. In September of 2004 my client deposited $86,000 of after tax money into an...

I have a client with 950k in a 401k wanting to do a rollover – 830 pretax, 120k after tax....

Good Afternoon The facts IRA account owner passes away Trust qualifiying as a look-through is the beneficiary surviving spouse is...

Can an employee make salary deferrals to a SAR SEP after reaching age 70.5?

I am self-employed–no employer, no employees. I believe that I would be eligible to fund an individual Roth 401k with...

I refer to February 9 reply to the thread on the referenced subject, which says: “…One method of doing this...