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Roth Contribution was $2,000 ,several years ago in one mutual fund,liquadated it last year at $1,865(less than basis),accountants software is...

I’m trying to understand the differences in distributions from a 401k and Roth 401k. Assume a traditional 401k that allows...

Does a spouse have to sign off on their spouses rollover of a 401k? From experience I know they always...

I will be retiring from my employer this summer, after over 30 years of employment. I have a substantial amount...

We have a Beneficiary IRA that is in the name of the trust….there are 5 beneficiaries of the trust (1...

I have two clients for whom I am considering the 401K isolation of basis strategy expounded by Kaye A. Thomas...

I happen to start a new ROTH IRA account in April 2010 after filing my 2009 returns. As this was...

I happen to start a new ROTH IRA account in April 2010 after filing my 2009 returns. As this was...

I took a $5k deduction on my 2009 tax return and intended to make a traditional IRA contribution. I opened...

Is there a way to gift directly from an IRA to pay for an adult child’s LTCi premium or life...