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If a “qualified” Trust is the designated beneficiary of an IRA when MUST the first RMD be taken? I assume...

Can an 401k particpant roll after tax contributions into a Roth IRA or a traditional IRA?

My wife and I have both maxed out our 401K’s with our employers. Our combined income is over $200,000. What...

Employer erroneously does not include an employee (unrelated, not an officer or highly compensated) in the calculation of SEP contribution....

Good afternoon, Can an employer set up a SEP-IRA himself and employees and not make employer contributions to it? If...

I converted my TIRA to a Roth in 2010. Now realize I want to recharacterize due to large tax due...

A prospect brought in a check for $19,300 representing a distribution from an Indexed Annuity after paying an 8% surrender...

Facts: 1. Multiple Individual (Non Spouse) Beneficiaries 2. IRA has not been separate share Decedent IRAs yet 3. 1st RMD...

My understanding is the following: Let’s say you have the Barney and Betty Rubble family and that Barney is a...

I’m all but certain that there is no special provision for using 401K funds to pay off Student Loans but...