Site search

Just a clarification – For anyone who’s first year of RMD’s lands here in 2009, does that simply mean that...

This article came to my attention today http://online.wsj.com/article/SB124148012581385199.html Does anyone know the consequences of telling a participant they cannot move...

We have SEP IRA employer that thinks they can contribute even after employees are 701/2 years of age. is that...

2 questions: Example: Under 100k agi. 30k after tax, 70k pre-tax. Plan sponsor will write 2 separate checks. Can the...

I was wondering if anyone had a good resource for a prepackaged powerpoint presentation that I could purchase. I do...

I have a client (birthdate = 11/28/49) who rolled her Thrift Savings Plan Assets into an IRA in 2007. They...

I understand all of the pros/cons of having clients convert in 2010, but what do the laws do in 2011...

What does this pertain to: [b] A.R.S. 33-404[/b] Disclosure of beneficiary; recording; failure to disclose: A. Notwithstanding section 33-411, subsection...

In 2008, my client’s father passed away after the RBD for withdrawals from his Marathon Cash Balance Pension Plan. His...

I’m working with a female age 62 who plans to retire in June. She has approximately $200,000 in a 401k...