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IRA custodian is resigning. Says this is a distribution of the DPP to the owner. Owner is over 59-1/2 and...

If you made a $65k contribution to a 529 plan this year with the intention of spreading the contribution over...

Earlier this year I recommended to a client and followed to the letter the strategy of isolating 401k basis by...

My wife died in March of 2011. It turns out that we are eligible to make Roth IRA contributions for...

Can a person other than the RIRA owner make a contribution to the account? A brother wants to give money...

My client came in last week and said her husband said for her to set up a traditional IRA for...

Husband passed away October 2011, wife is primary bene and wants to gift his 2011 RMD to a church. Does...

Before we pull the trigger on some year-end Roth Conversions, I would like to confirm that my understanding re. following...

Hi All, We have a client that was in his mid 70’s and was required to take an RMD from...

I have a client whose husband died and left no benef. listed on his TIAA-Cref 403B. She is sole benef...