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I know this is being discussed endlessly on here and elsewhere because our friendly neighborhood revenue agents and congresspeople refuse...

I realize there have been dozens of postings over the past few years about the issue of PARTIAL conversion or...

Does anyone know if when you transfter money from a conduit IRA to a qualified plan and subsequently take a...

We have several clients that made their 2010 IRA contribution with the intent to convert to a Roth. Can the...

If someone converts an IRA to a Roth IRA. Then dies in the same year after doing the conversion. Can...

If someone converts an IRA to a Roth IRA. Then dies in the same year after doing the conversion. Can...

If a client wants to move SOME money via an in service withdrawal from his PSP plan to his TIRA,...

In 2002 at age 82, my mother was diagnosed with altheizemers. A section 867 management trust was created by a...

I worked for Federal gov. and borrowed from TSP account last year and is paying back loan bi-weekly, do I...

My 401k contains some after-tax along with the related earnings. I am 60 and the plan allows multiple partial withdrawls....