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Male 60 years, still working, Employer allow in sevevice distribution Employer will distribute $300K, with a letter saying $200K is...

A client passed away in 2011 after doing a 2010 Roth conversion. His spouse is the beneficiary of this and...

My mother-in-law passed away in 2006, at the age of 76; she was taking RMDs. The IRA was split between...

My client initiated a rollover on two 401k’s from the same employer and administrator. One was for his 401k as...

I would like to know if my client needs to take 2 distributions in 2012 if my he turns 70...

I know that this horse has been pretty well beaten, but I would like to have whatever advice you can...

we have a client that has a 408B and wants to roll that into her Roth IRa is that doable?...

A number of posts cover the typical case of capital gains on NUA stock but unfortunately losses after the date...

A client died in Dec 2010 – he was 72 – he had not taken is RMD prior to death....

If I inherited an IRA and chose the Stretch option can I choose to take a lump sum after a...