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Mother owns a traditional IRA and passes away. Daughter is POA and one of (2) beneficiaries, but is the majority...

I have a client that rolled over her 401k account into to 2 IRA accounts, keeping her after tax monies...

[b]Facts[/b] 1. John and Mary are married and are each 68 years old. 2. They have 3 children, ages 30,...

My wife and I each have a Roth IRA. Our son is the sole beneficiary in both account. I am...

An IRAowner has the option to spread out the income from a conversion to a Roth into 2011 and 2012....

I recently rolled over my 401 K (post tax) contribution to an IRA. Can I withdraw this portion of IRA...

Is a simple plan eligible for withdrawal at 55 without the 10% penalty if they are retired or no longer...

1. I have a client who has an IRA that is mainly after-tax contributions. Can she roll that to a...

My father died in 1999 and left my mother (23 years younger) as the beneficiary of his IRA. He had...

I have a client that received a QRDO from her Husband’s retirement account in 2006.She left the money in the...