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Hi all, So glad I found this forum. For context, I inherited an IRA from my dad who passed away...

When an individual exceeds the income limits for contributing to a Roth what is preventing him, and for simplicity no...

Client has a Roth 401-K at his company. He is 80% owner with a 20% partner therefore he can modify...

I recieved a phone call this morning from a woman in Medford, Oregon. Her husband died in Septemeber of 2009...

I had a 401k at Fido through ATT.It was/is all pre tax $$. When I left ATT I rolled it...

A client requested distribution on Dec. 22 for the 2011 tax year by EFT transfer to spread the dsitribution over...

Let’s say I have significant taxable money to save each year (after maxing various retirement plans). What if I fill...

The 401-k Plan Administrator recognises the option of NUA in a LSD planned when the owner turns 70. However, the...

If you open a Roth IRA after age 591/2 does the five year rule apply for distributions? I have heard...

If you open a Roth IRA after age 591/2 does the five year rule apply for distributions? I have heard...