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Can an individual rollover the cost basis portion after the stock is sold to an IRA within 60 days to...

Can you gift money in a IRA annuity to a charitable gift annuity without surrendering it and paying the tax?...

I have a client who took an early distribution from his IRA and therefore is subject to the 10% penalty....

A gentleman has come to me with a question regarding 72(t) distributions. He is in his fifth year of distributions...

An employee was provided two checks when she rolled over her 401k: a rollover check mnae out to , for...

A participant in a qualified retirement plan dies after his ‘required beginning date’ for RMDs. He leaves it to a...

A client who is 45 years old has a $100,000 IRA, of which $40,000 is after tax contributions. He withdrew...

Client rolled over 401k into IRA. One year after, administrator informed client that the rollover included $9,000 of excess contribution....

I’m working with a grandma, age 74, with 3 grandchildren (twins age 1 and a 2 month old). She would...

I have a client who has too much earned income to contribute to a Roth IRA in 2010. He can,...