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Husband and wife each have $29K in after-tax contributions in IRA’s. Wife’s IRA is substiantially smaller – less than $100k...

A client that has adopted the ’02 change to recalculate his annual 72t distribution level (the change that was enacted...

I have a client who requested a withdrawal from her 403b account that she has with me. She wanted to...

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As many of you know, the new regs for 403-b’s went into effect Jan. 1. Is it true that you...

I have an old Ordinary Life Insurance Policy which has reached the point where dividends distributed to me are taxible....

Now that we have the ability to rollover 401k money into a Roth, I am being challenged by the provider....

can a beneficiary ira be stretched after she passes away by the new beneficiaries?

With regards to a 401k, made up of pre tax and post tax contributions, if the plan allows for the...

I have a 401K with pre- and after- tax contribution. Since I left the job, I am able to roll...