Site search

I am trying to find rules re whether client over age 70 1/2 has to satisfy RMD requirement on all...

Prior to 2010 and the lifting of the MAGI limit for Roth conversions, a client converted one TIRA account per...

Can traditional (pre-Roth) after tax contributions in a qualified plan be directly rolled into a Roth IRA?

I converted two TIRAs to Roth IRAs at the end of March. Now that account value is lower than it...

I am 80 years old, with a traditional IRA of $300,000. I want to take my RMD for 2010, and...

Traditional IRA had no beneficiaries and was left to the estate of the decedent. The estate took a distribution from...

For some reason an insurance company has me doubting myself on this one but here it goes. We have a...

Father (married) wants to open a joint brokerage account with son (not married) for the purpose of son managing the...

40 year old husband died with a Roth IRA consisting of $2,000 of contributions and earnings of $500 for a...

Elderly client, 92, has $160,000 CD IRA. She wants to spread out the taxes today and more especially when only...