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I recommended to one of my clients that he takes advantage of his Roth 401k at work. His employer matches...

My clients has been advised to convert her traditional IRA to a Roth IRA over 6 years. Let’s assume she...

an outside planner has consulted our client to create a Roth IRA over a 6 year period. Currently she is...

Husband, 89, died with a $670,000 state qualified retirement plan in November, 2009. Wife was primary beneficiary but disclaimed her...

My client has been advised that if he converts his after tax 401-K money to a Roth IRA, he may...

I have a client who is concerned that her husband will be losing his job, he has cancer and they...

The wife inherited her husband’s IRA he was 60 when he died this year and she is now 55. Is...

Let’s say, a person takes a TIRA distribution in late 2010 to cover year end expenses. In 2011, he takes...

I believe the bulk of account 250k is principal and after tax. the interest is 50 $300k total. This individual...

Scenario: Female, age 69 receiving state (Ca) disability which expires in Feb, 2011. Employer just terminated her. She wants to...