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The owner of a non-qualified annuity passed away. The annuity pay-outs were for 5 years and the owner passed away...

When it comes to investing your IRAs, you are in the driver’s seat. If an investment is no longer working for you and another opportunity better fits your retirement savings strategy, you may want to move your IRA funds. You are probably aware that some investments may limit your ability to do this or impose penalties, but often overlooked are the serious consequences that will occur if you run afoul of the IRA rules when trying to make your move. Before you decide to take a distribution from your IRA, you will want to understand three very important rules that apply to rollovers.

I read a couple of threads on this but still not sure that I’m 100% clear. So a client contributed...

Can you contribute to both an IRA and a Roth IRA in the same year? Yes, if you follow the rules. This Monday afternoon blog post discusses those rules and the complications that occur if you don't follow them.

Client received a check from their 401k for $100K during 2015 (age based in-service withdrawal). Client immediately deposited $50K into...

Have you made your 2015 IRA contribution? If not, why not? Here are five myths that are commonly cited as reasons for not contributing to an IRA. Don’t miss out on your 2015 IRA contribution because you wrongly believe one of them applies to you.

Interesting little situation here I have not come across before. Client max funded Roth IRA ($6,500) during the 2015 tax...

A CLIENT PASSED AWAY AND PASS HIS IRA ON TO A NON SPOUSE BENEFICIARY. SHORTLY THEREAFTER HE PASSED AWAY AND...

My uncle died last year and left his assets to family members. He did not name beneficiaries for his IRA,...

I am trying to determine how much I need to contribute to a SEP for an employee. In reviewing the...