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There are people that i work with who want to escheat an IRA to the state before the 5 years....

I have a 401K with after tax money at Delphi. Is there any reason to roll that money into an...

I have a client under 59 1/2 that left his job with a balance on a loan. He rolled over...

My client, ‘Pete’, had two aunts who were sisters…neither had children. We’ll call them Agnes and Ruth. In 2007, at...

1. We have a client who is an employee of a university and participates in their 403Bplan. He also has...

Did a Roth conversion for a client in 2010. The REIT lost some of it’s value therefore we recharacterized the...

A client converted in Feb 2011 paid the taxes 4-15-12, now they recharacterize in July 2012, to retreive the conversion...

A client has the need for 72T payments and has the ability to have multiple IRA accounts. Do I understand...

I have a client that has a company. Her and her husband are the only employees. The company showed a...

Client bought the following annuities: Year 1995 $100,000 Phoenix Company Variable Annuity Today is worth $125,000 Year 2000 $300,000 AllState...