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Client under liquidated 401k and took advantage of net unrealized appreciation (NUA). NUA stock moved to personal brokerage which also...

It is pretty clear that a 401k to a trad ira is tax reported as a distribution code g from...

1. Which of the below-listed 4 kinds of retirement plan financial and administrative records should be retained for a possible...

I have a client who is the beneficiary of his mother’s pension (state of KY government employee). She passed away...

2015 has brought several important changes in the retirement planning world. From the once-per-year IRA rollover rule to QLACs and myRAs, IRA Technical Expert Beverly DeVeny highlights the key changes you must be aware of to retain current clients and capture new business in the new year.

Today is the last day of 2014 already. That means we’re just hours away from New Year’s Eve parties, talk of resolutions we’re not really going to keep, and perhaps, a bit of the old bubbly. And of course, no New Year’s celebration is complete without a final countdown. So with that in mind, the final 2014 Slott Report article counts down, 10 to 1, to the new year IRA-style.

I sold some stock from my IRA to meet my annual RMD. How do I account for the original cost...

I live and work in Beijing China. For my 2013 taxes which I filed in January 2014 I took the...

Client recently discovered that her directly held mutual fund ROTH IRA application with another firm in 2013 was incorrectly submitted...

Dear Advisor and/or Attorney, I live in CA and have been on Medi-Medi (SSI/disability) since 2001 In 2004, my Mom...