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I have a client who is being shown a variable annuity for his IRA that has a guaranteed 7% return...

I have a client who is being shown a variable annuity for his IRA that has a guaranteed 7% return...

Situation Dad’s will divides estate among 4 sons. Dad listed only one son (who is the estate’s executor) as beneficiary...

Hi, 62 year old passed away with 401(k) at Fidelity. While employed, decedent named his 4 children, equally, as the...

What can I do now, with this situation. Contributions to non-deductible TIRAs were made in 1987, 1988, and 1989. Form...

I am curious if anyone knows what the time limit for NUA (Net Unrealized Appreciation) is after the triggering event?...

Mr. Carpenter and Mr. Slott somehow agree that – now is the time to turn your taxable IRA (TIRA) into...

Husband and wife each have traditional IRA accounts with the same fund company. Each took premature distributions in late 2007....

I remember once hearing that penalty free distribtuions from an IRA account can be taken during the calendar year one...

What is the best way to handle a Madoff loss for tax purposes? Can you deduct it as a theft...