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Prospective client ask: Husband died nov 2008, his birthdate nov 1939; she changed the spousal with correct wording to and...

Federal employee retiring 12/31/2010 at age 56 wants to execute $ 400,000 IRA R/O from Thrift Savings Plan yet retain...

Employee with a 401k balance is $715k. The amount able to do in an “in service” rollover is around $314K...

An irrevocable trust (QTIP), in which the grantor died, named his wife as income beneficiary and she just passed. His...

My client retired from NYC Police Dept in Feb 2010. I established an IRA with her 457 monies back in...

I have a few questions relating to transferring bonds from my traditional IRA to my Roth IRA 1) The price...

I have a traditional IRA in which all of the contributions are after-tax. At this point, the value of the...

Can a non-spouse benefiaicry complete a rollover to an inherited IRA within 60 days after taking receipt from a company...

A husband left his wife a home that was put into a qtip trust. When she dies and the property...

I have a client that has a 401k plan that doesn’t stop his contributions when he hits the max. Instead...