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Trying to obtain more information regarding NUA for a new client. Husband passed in 2011 with dollars in CAT stock...

Intricate questions to kick off the new year. One consumer has a question about moving pre-tax money to post-tax accounts, while another is getting conflicting answers about utilizing his IRA for ministry housing. Finally, we answer a question on what's sure to be a popular topic in 2016, the tax reporting of hard-to-value IRA assets.

There are two major differences between saving for retirement and eating bacon. Bacon is bad for you and saving is regarded as good for you. Yet most of us eat bacon regularly and don’t save. Beverly DeVeny explains how you can have your bacon... and eat it too.

Husband birth date 11/3/1936 date of death 9/30/2002 Wife inherited IRA & kept it as a bene IRA birth date...

A new year brings new retirement account rule changes. IRA Analyst Sarah Brenner dissects six retirement account rule changes that you need to know. Everything from qualified chartiable distributions (they are back!) to SIMPLE IRAs and expanded penalty-free distributions for higher education expenses are discussed.

We just called Hewitt about a rollover of the client’s 401(k) to his IRA. There was about $20,000 after tax....

Situation is this: Woman1 was married (NJ resident) and after many years, divorced. Had children from 1st marriage. Got married...

Husband and wife with no children either together or separately. Husband has IRA with wife 100% primary beneficiary and two...

On Friday, December 18, 2015, President Obama signed into law the (PATH) Act of 2015.Taxpayers are now permitted to roll...

Client was self employed for most of 2015. We opened a solo 401K to max his contribution for the year....