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Roth conversion took place in 2010. Due to decline in the stock market, Roth will be recharacterized by 10/17/11. Another...

My client passed away and left his IRA annuity to his 82 yr old mother. The mother set it up...

My client says his employer (government) won’t allow contributions after age 70 even though he is still working full time....

Article VIII of Form 5305 allows any trust provision under state law that is not inconsistent with 408(a). IRA participants...

If I die before taking out the remaining RMD of $50,000, should my two kids who inherit the traditional IRA...

I have a taxpayer that made contributions to his 2 minor children’s Education IRAs for tax years 2007, 2009, and...

I have a taxpayer that made contributions to his 2 minor children’s Education IRAs for tax years 2007, 2009, and...

Can someone help confirm that I have this right: RMD’s for the year must be done before any rollovers, but...

I have a client that lived here under a Green Card and created an IRA account. She was married to...

I have a client who was recently divorced age 47 and is receiving retirement plan money from the ex. One...