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Client passed away prior to making any IRA contribution for 2009. Can the surviving spouse make a 2009 contribution to...

The 15th edition of the IRA Answer Book (10/08) states in question 4:22 that QCD’s expired after 2006 and 2007....

My client will be 70.5 in February 2010. He plans to convert his Traditional IRAs to Roth IRAs in 2010,...

At the age of 42 a client started a 72t program in 1997 and proceeded to withdraw the same calculated...

Parent left the IRA to the two children one of which he also established a Special Needs Trust for. How...

Do I need to aggregate all 401k plans when figuring out taxable portion of Roth conversion? For example Client has...

John (63) dies and leaves his 401k account to his son John Jr. (33). Are the following statements true? 1)...

I have a client who turns 70 1/2 on Dec 9, 2010. She does work part time. When does she...

I have had a Roth IRA for over ten years. Additionally, I am planning to convert a traditional IRA to...

Hello: I recently had a client who passed away, and had a 401k. After I counseled the client not to...