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Client (age 54)retired and rolled over lump sum pension with no QDRO attached. One year after retirement the ex-husband sues...

It still seems unclear whether a partial distribution (or lump sum) from a QP which includes post 1986 after tax...

I have a private non traded REIT, Inland Western (IW) in my IRA which changed their share price last year...

I am trying to determine the economics of paying tax and having the benefits of a ROTH in 2010. How...

I have a client that is the beneficiary of his uncle’s estate. The uncle passed in ’06. At the start...

If we set up multiple 72t accounts (each with its own calculation and distribution, so they are not aggregated) and...

If a trust is named beneficiary of an IRA, and the trust has spend thrift provisions to keep the heirs...

In the general situation, plan participants calculate RMD’s by using prior year end IRA and QRP balances and divide by...

For several months now, the challenge of rolling over pre tax amounts to a TIRA and after tax amounts to...

The Employer says 100% of client after tax account is income tax free and can be converted to ROTH and...