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Yesterday, the IRS released IRS Announcement 2014-32, providing updated guidance on the once-per-year IRA rollover rule.This guidance is extremely important and impacts anyone with more than one IRA and Roth IRA... combined!

There’s a lot of confusion about the retirement plan and IRA rules. Recently, we were made aware of two cases where the attorneys didn’t know how an IRA should be split in a divorce and incorrectly used the employer retirement plan rules when drafting the documents used to divide the IRA.

I contribute $23K to my company 401k each year, but have a question about “after tax” contributions above this amount....

My employer provides a 401k that allows me to contribute a combination of pre-tax, after-tax, and Roth dollar. In such...

I have read about the change by IRS to allow for after tax money in a company 401K to be...

My employer provides a 401k that allows me to contribute a combination of pre-tax, after-tax, and Roth dollar. The maximum...

After either a divorce or a remarriage, it is time to check your beneficiary forms.

I retired from my current company 8 years ago. I left my 401K money with that company. The 401K has...

If you hold illiquid assets inside an IRA, here are three potential solutions to consider that can be used to help you avoid any RMD problems once you turn 70 ½.

Good Afternoon: In 2015 can an individual take a distribution for qualified expenses from an ESA and claim a HOPE...