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Client has a substantial sum of after tax contributions in his company plan that are clearly deliniated on his year...

ALL: I have the following scenario: client has $500,000 in an IRA. $176,000 of the account value is after tax...

So I’ve just come across a real “stumper” that I was hoping maybe one of the encyclopedia’s on here has...

self employed husband died during year without completing application to open sep account. I was told that spouse can open...

I have my significant “Roll Over IRA” left to four “primary beneficaries”. Half to my wife(58), 1/6th to each of...

I am confused about IRS Sec. 1.402(c)-2, Q-7 regarding the “Special rule for annuities” as it pertains to Roth IRAs....

IRA owner, age 83, passed away in 2011 before receiving his RMD. 2011 RMD was distributed to beneficiaries in 2012,...

Can you help with this question from a client of mine? Hi, I am wondering if you could help answer...

Has anyone seen a Roth 401k calculator that compares contributing to a Roth 401k vs a regular 401k for X...

A husband and wife officially divorced in December 2011. Both were over 70 1/2 and the husband had $1,200,000 in...