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Earlier this year we received a request for a direct rollover to a Thrift Savings Plan. Apparently the client is...

I have a client who, along with his brother and their six total children, inherited their father’s sizeable IRA (>$1...

Hello, A client 83 years old passed away last month prior to taking her RMD. She has left the IRA...

This is the first year my husband and I have contributed funds to a non-traditional IRA which we converted to...

i have a client who’s brother died approximately two years ago at age 58. Part of what he had was...

After our client died, his IRA was moved to a beneficiary IRA FBO of the Trust. Per the trust his...

If a 72t starts 4/1/2006 asthe first distribution, therefore the last distribution was 3/1/11, can the person take a distribution...

It is now March. Can I make a salary deferral for my solo 401k relating to 2010? Right now, the...

i am new to this forum so please forgive me if this has already been aswered. i have a client...

I had a custodian tell a client that the conversion of an after-tax IRA would cause catastrophic tax consequences? I...