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my client was CA state employee and contributed to the CALPERS Supplimental Income Plan with after-tax $$…She is seperated from...

I have a client who had a DB plan. He sold his business and terminated the DB plan in Aug...

A designated beneficiary (not a spouse) inherits a Roth. I understand that that beneficiary has the option of totally withdrawing...

Seemingly the result of administrative error at the originating fund company [paperwork was filed correctly], a client recently had both...

A client changed custodians and transferred 2 IRA’s into the new account; however, one of them happened to be an...

I have left my company after 20 years and have a large sum in my company 401k. I am 49...

IRA owner died after age 70 1/2 (age 86) and his wife was the beneficiary. She disclaimed the IRA and...

I have a client who is trying to roll over funds from an employer plan to an IRA. The check...

Is there any advantage of rolling a government thrift savings plan first into a traditional IRA and then converting to...

If you are a government employee, civil service employee or officer, you might still be under the old plan, ie...