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Employer made a SEP contribution to himself of 20% of pay. Then decided he did not want to get all...

I have a client whose wife died earlier this year after taking the required distribution from her IRA. Husban and...

Client has spendthrift concerns for her 2 sons in regards to her qualified money when she passes. If she is...

question for alan oniras: total ira account is 200K, take out 100k and buy an annuity…here is the question: 1)...

I have a client who is maxing out his IRA and wants to do so for his stay-at-home wife as...

An excess IRA contribution for 2010 is returned by the extended due date in 2011 with allocated earnings. When does...

Hi all, I’ve been trying to put my estate plan in place for a while now. But every time I...

see 7-29-11 posting re corrected sep contribution after due date for background info. I’m confused re alan-oniras response. If the...

Hi Guys, First post here, I am a hopeful CPA in training. I have picked up some great information from...

During 2009 I lost $3,000 that was in an IRA and wasn’t notified of that loss until after I had...