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My client’s birthday is 02/27/1943. He retired 2 days after his birthday(71st) this year 3/1/2014. The Thrift Savings Plan (TSP)...

An employee separates from service at age 67 but takes no distributions from his 401(k) plan then or in the...

Background: We have clients working for a company that allows participants to separate after-tax contributions from the total 401k balance...

Roth IRAs have many rules and benefits, so boiling them all down to a list of just three isn't easy. Inevitably, there will be important information you should consider that's not on this list. That said, by simply knowing these three rules, you'll have a pretty good idea of whether or not you should be having the "Roth Talk." Click to learn about these three rules in detail.

What happens when these two events collide? • A spouse beneficiary is allowed to transfer the entire balance of their...

Recently, a woman found out the hard way what can happen when she was confused over the difference between an annuity and an IRA annuity. As a result, an IRA distribution that she took was taxable to her even though she intended to roll over the funds tax-free to another IRA within 60 days. She asked the IRS for a waiver of the 60-day rollover rule due to her confusion but the IRS said no, so the problem couldn’t be fixed.

What are the rules for rolling over after tax money from a 401k to a ROTH? scenario: $180k 401k balance,...

It's tax time - and we've covered a lot of key planning issues during our Tax Planning Week. Here are some responses to other key IRA questions that come up a lot at tax time.

Hello, Last year i put in a contribution into Roth ira for 5500 and it turned to 230,000, My income...

Last Wednesday at The Slott Report, we released our analysis of the retirement provisions in the President’s 2015 fiscal year budget, breaking the news that, as part of that budget, Roth IRA owners would have RMDs during their lifetimes. Since that time, we’ve been hit with emails, calls and other inquiries about what, if anything, makes sense to do in light of that proposal. We give you our analysis below.