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Taxpayer retires and decides to rollover entire balance of 401K to an IRA. Total accumulation is $500,000. $50,000 represents employee...

My husband asked me to sign a spousal waiver of my rights on a ERISA protected retirement plan so he...

I’m puzzled at the early withdrawal rules and Pub 590 doesn’t address my situation explicitly. In my case at age...

Client age 63 has a $400K 401(k) which contains $50K after-tax; also has a $400K TIRA which contains only $15K...

Father is wanting a higher rate on his CD’s. His thought is to Gift Kids and Grandkids enough money so...

80 yearold IRA owner dies; what is the deadline for RMD to child-beneficiary? one year from date of death or...

Have a client that is a federal worker retiring at year end. Voluntary contribution program allows for lump sum deposit...

I had someone ask me this questions and I’m not sure if I’m fully capable of answering it. They are...

An IRA expert out there that Ed knows and respects just said something on his radio broadcast tonight that is...

I am trying to pull the post-tax contributions from a client’s 401k through a non-hardship in-service withdrawal. I have done...