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I have a client who converted in 2010 and we are still unsure if we are going to keep the...

If a client’s IRA is split with half the funds being put into a single premium immediate annuity (SPIA) the...

client died this year and only took half of her RMD. She was 79 and the two beneficiaries are her...

Client has $1,500,000 in a 401K of which approximately $100,000 is after-tax dollars. He would like to roll the $100,000...

Client wants to maximize contributions to both his SEP and to his Traditional IRA. Can he still get full deductions...

$3,500/650,000 is .005%, not the 1% I stated earlier. Appreciate any help. Steve Finkelstein

Client received two checks: • ck #1 for $650,000 made payable to Pershing, FBO client representing 401k Direct rollover of...

I’m inheriting a client that has a SEP for his employees. The SEP was opened at our firm some time...

I only have one client for whom a conversion really makes sense. I don’t feel it is worth the price...

In preparing for a Roth conversion, client discovered that the first 8606 filed in 2001 incorrectly reported $5K of pre-2001...