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We recently had a client that holds a SIMPLE IRA plan for their employees, deposit a check that included employer...

The wife and I have a Living Trust with all of the other trusts and pour over wills and power-of-attorney’s....

Good afternoon all, Husband and wife are semi-retired with pension income in 2010. Husband’s earned income in 2010 was only...

An individual went to Wachovia to setup an IRA in 2009. Although she told him that her employer wanted to...

When I left my employer, I rolled over my 401k to a traditional IRA. Some years later, I learned from...

[code][/code]a client has an IRA that includes both after tax contributions as well as money from an old 401K. Is...

Hi Ed, Hope this finds you wlll and you remember me…..I know you meet tons of individuals. Can you please...

Plan participant who has a 401K that has pre-tax contributions and some after-tax contributions. The nontaxable balance is identified in...

Texas resident. A community property state. Roth IRA. Beneficiaries listed by deceased: primary is spouse, secondary is the kids. What...

I’d like a little advice about “running the numbers” here. Scenario: I buy a $100K rental unit outright (no mortgage)....