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In April 2008, client did a $25,000 Roth conversion via an in-kind transfer from his Traditional IRA to his Roth...

There is literature out there discussing the ability of 401k plan participants to take “In Service distributions” of the employer...

I took out my dads IRA after my dad passed away, paid the taxes and put in into annuity and...

In looking through the instructions for the form 8606, on p.3, #2 (under recharacterizations), the instructions say that if one...

I have a 401k in which almost 90% of my contributions are from after tax dollars. Due to Job loss...

72(t) distributions. 1. Can a 72(t) distribution be increased after the age of 59 ½. We know that you have...

Is it possible to take a theft loss on IRAS that disappeared from Madoff? My initial reaction was no but...

Here is a question for which I can’t find an answer. I am age 63 and have never had an...

I am 60 years old, and have been retired for 5 years. Last year I rolled my 401k over to...

I have an IRA with $140k in pretax dollars and $40k in after tax dollars. Thinking about doing a partial...