Site search

I have a client (age 60) who took a distribution from and IRA of $20k. We had 10% withheld for...

What is the significance of the scrolling lines in the round icon to the left of the subject line? ❓...

I am a retired federal employee, age 72, drawing RMD’s from my TSP account. The TSP requires a $25/month RMD,...

Be wary of letting custodians do the calculation of the recharacterization amount. I had a client who made a $25,000...

Hello, I am a retired federal employee (civil service). I have a Thrift Savings Plan. I am receiving monthly post-seperation...

Hello. I have a client who was a widow in 2008, and she will file a Jt tax return. She...

Lost everything in our IRA accounts which were invested with Madoff. trying to get information regarding filing theft loss on...

Is there still the 5-year holding period for withdrawals if the conversion is made after age 59 1/2?

Age 59 Opening new Roth for 2008. Will not be 59.5 until 7/8/2009. Will he have to wait 5 years...

A client did an in-service withdraw in 2007. The pre-tax amount plus after-tax earnings were rolled over to an IRA....