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I have a client that comingled deductable and nondeductable IRA contributions into one mutual fund. Is it possible to transfer...

Suppose taxpayer is self-employed, still working past age 70-1/2, makes a SEP-IRA contribution in October 2015 for calendar year 2014....

Have a client who is 76 years old and subject to RMD. He recently left his employer and wants to...

Retired individual age 66 has funds in a 403b some in pre-tax which he wants to roll in a traditional...

If someone owns EE bonds and wants to transfer ownership to another person is that taxable at the time of...

IRS has updated several retirement-related publications. They are now available on the IRS website, www.irs.gov under Forms and Pubs. They will all say that they are updated for 2014 so you can use them in preparing your 2014 federal income tax return. However, they also will have the current contribution limits and other necessary information for this year.

I have been digging through your articles and other resources and don’t feel I have a clear answer regarding available...

Today, federal estate tax has become a non-issue for all but the wealthiest of American families. As has been the case since the early 1980s, spouses can generally leave an unlimited amount of assets to one another without such a transfer being subject to estate tax. Most transfers to someone other than a spouse also avoid estate tax under current law. But will it stay that way?

When we think of retirement plan rollovers, we usually think about moving money between IRAs, or moving money from a company retirement plan to an IRA on a tax-free basis. For example, if you properly roll over money within 60 days from your IRA to another IRA or from your Roth IRA to another Roth IRA, the rollover is tax-free. Or maybe you retired and rolled over your 401(k) funds to your IRA. That rollover is also tax-free. But there is one type of rollover that is taxable.

Good Morning, Guidance with the followning is appreciated FACTS: 401(k) participant, 45, died in 2013 Mom, age 72 sole primary...