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Can someone 1) Roll a 403b to an IRA once they leave the job? 2) roll both the before tax...

When calculating the RMD for the above, I take it you must include the after tax contributions… right? Since there...

A new client realizes she made quite the mistake. 6 months ago she closed out an IRA and deposited the...

My question revolves around custodial agreements enabling a non-spouse beneficiary to stretch out IRA payments over his/her life expectancy. One...

Can a spouse convert an inherited TIRA after becoming the owner? For example: Mr. Jones dies and leaves his wife...

It is my understanding that although ROTH IRAs are touted as generating an account that is tax free upon redemption,...

Here are the facts. Husband died after age 71 with a 401k plan from which he had been taking his...

I see this has been touched on a few times, but did not see a clear answer. A client has...

Hello, We are the Custodian for an IRA from which the owner wishes to set up a last minute SEPP...

Get client who did $40k Roth conversion and split over 2 years. Shortly after the conversion he took out $7,500...