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I have a client who asked if they can still contribute to their 401K after 70.5? Also, can the company...

Friend died and left $1million IRA to his estate. His will stated that 9 nieces/nephews and 2 charities will split....

SUBJ: In-Service Withdrawal of After Tax 401K Funds into Roth and Traditional IRAs I would like to get a ruling...

Hi, My question is as follows: Let’s say you have a 401K fully vested and worth $200K. You take a...

I understand that a Roth IRA must be distributed by the end of the fifth calendar year after the year...

I’d like to make sure I’m not missing anything. Once a triggering event happens and you want to take advantage...

A client and his wife have a living trust, it is their second marriage so he wants his 401k to...

Client converted in 2010, expected to claim all income in 2010 and CPA filed 2010 taxes, opted to split income...

I have what I believe to be a simple will that divides my estate equally among 5 beneficiaries, Nephew and...

A 63 year old retired client has $1,100,000 in his 401k account, of which $100,000 are after tax dollars. I...