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Client (non-spouse) is receiving the proceeds from her father’s pre-tax IRA as the primary beneficiary. When is the the client...

Hello, Married clients, husband is 34, wife is 32 Combined income approx $500,000 Making non-deductible 2009 and 2010 traditional IRA...

I have some post-tax money in a 401K at a previous employer, and was thinking how I could get this...

My client has an inherited IRA which he received as a contingent beneficiary. He has been taking RMDs based on...

A new client of mine has a fifty year old single disabled brother (mentally challenged). The only asset the brother...

I have been retired for three years. I have no earned income to report for 2009. I have several non...

I have been told by an attorney that the new ruling to allow Roth Conversions with someone who has in...

It has been my understanding that an estate can never be a designated beneficiary. (Reg 1.401(a)(9)-4, A-3(a)) Accordingly, it is...

INHERITED IRA FROM SPOUSE I have a situation where the wife died at the age of 62 and left her...

A local Tax attorney brought up a danger notice that we may need to include other qualified plans in the...