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Must one have held a Roth at least 5 years to be eligible for a qualified distribution to purchase a...

I have a client with about $750,000 in his 401(k) where about $250,000 is after tax dollars and the rest...

I have two members. Lisa made $140k. Rachel made $80k. Can either contribute to a Roth IRA or traditional and...

Hello, I’m really frustrated in having to bother the board with this question, after spending mucho time going thru Pub...

I sent in a question does a non spousal Ira beneficiary such as a child have to make a RMD...

Aunt died [age 66] and left three separate IRA accounts to a niece. Niece [age 55] wants to stretch the...

OK, I have checked and everyone has a different answere so hopefully | have come to the right place. If...

I transferred $3296.10 into a Roth IRA in early 2008. I then attempted to write covered calls on those securities...

I discovered that my mom has been contributing to a Roth since 1998. In 2004 she changed her filing status...

I have a client that is transferring his funds out of his 401(k) into a Rollover IRA with us. He...