Site search

Hi, I had 3 questions: a. I’m not at retirement age and couldn’t track back when I first established ROTH...

Client over age 70 1/2 dies in November 2009. Financial Institution has RMD set up as an automatic transfer (even...

O.K. I thought this would be simple, but after reading an article yesterday, I am a little confused. Here is...

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,...