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Less than 59 ½ years old; 401K plan allows in-service withdrawal/rollover per below: Rollover Amount: $500k; Taxable Amount: $300k; Non-Taxable...

I have read conflicting comments on whether a plan participant has to take a full distribution of their entire plan...

My wife and I max-out each of our Roth 401(k)s, our Roth IRAs, and still have some funds left after...

If you’re able to take a lump-sum distribution from your qualified retirement plan (401(k), pension plan, ESOP, etc.) this year, you may want to hold off until next year. We generally advise clients never to try to take a lump-sum distribution after Thanksgiving; it's better to start the process at the beginning of the next year. Read more to see why.

What to do??? I have a retired mechanic in the family, aged 96. When he retired from his employer at...

An 83 year old IRA owner is 10 years older than his wife, and has named his children from a...

The Supreme Court has finally spoken. Inherited IRAs are not protected on a federal level from creditors of the beneficiary. This ruling has changed the estate planning landscape in more ways than many understand. Certified Financial Planner Joseph Clark examines the importance of estate planning as the legacy plan for your beneficiaries.

Surviving sole beneficiary spouse chooses to remain a beneficiary. The SS starts RMD’s in year deceased spouse would have turned...

Two weeks ago we initiated a conversion from TIRA to Roth IRA for a client. The request was processed two...

have client who is 70 this year 6-22-44. She will be 70-1/2 this year in December. Am I correct in...