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Taking balance within 5 years. A beneficiary who is an individual may be required to take the entire account by...

Is a Roth conversion in 2009 or 2010 subject to the normal AMT rules? (We know in 2010 the income...

80 year old Arizona client has a rental property in AZ, wants to buy a few properties and rent them...

My plan allows 401k in-service disributions. Fidelity handles the account. A Fidelity CFP and a Fidelity institutional representative told me...

John converts his $50,000 TIRA to a Roth IRA and pays the federal income taxes when he is 30 years...

I recently tried to take an in service distribution from my 401K of my after tax contributions and have them...

I have a client who is beneficiary of an estate via a trust. The deceased had a $1.3 million IRA...

A client is going through a nasty divorce where the spouse demands cash settlement. Her IRA is the only place...

I have a client whose prior husband’s 401-k was finally partitioned (through a 2001 divorce) and she has $33,000 available...

I have a client whose prior husband’s 401-k was finally partitioned (thru 2001 divorce) and she has $33,000 available to...