Site search

Got a client who’s 70 1/2 birthday was after July 1st 08′ – He elected at that time to defer...

What will happen to an ira after death, if the account holder listed specifically on the beneficiary designation form “as...

How soon can I expect a letter from the IRS if one of my TIRA – Roth conversions failed? Shortly...

We requested three checks to satisfy 2008 RMD’s from my client’s IRA – including two payable directly to churches (qualified...

there is a client/employer that has a few employees and currently has a profit sharing plan. he did not like...

An IRA account held by Bank A as trustee was transferred to Bank B who became trustee of the account....

I have a client that inherited an IRA from her husband who had already begun taking his RMD’s. She is...

A Self-Employed client currently has a Solo Participant 401(k) plan that holds cash and about $25,000 of XYZ Company stock....

We have a client who is rolling over his 401(k) to us. He will be receiving two checks from his...

Can an IRA owner take their loss, when there is a loss, as a tax deudction after the IRA has...