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My client’s father died on December 27, 2001. My client (the decedent’s son) was the sole designated beneficiary of the...

I have sole proprietor income and have Roth and Sep contributions for 2008. I am trying to maximize my retirement...

I have read there was a change to the 401 rules where after-tax money can be converted to a Roth...

Individual died in October. before taking her RMD for 2008. It’s 2009, and the beneficiaries have not yet settled the...

Could someone please lay it out simply for me regarding the options a bene has after IRA participant has died?...

My husband left me an estate heavy in IRAs. The question is how best to pass on the IRAs to...

Would appreciate help in confirming number of shares that must be sold to eliminate total NUA of $206,851, if current...

I’m reading a text for a CHFC class and it says that if a husband dies after rbd and in...

After January of 2011, when Fixed Index Annuities are considered securities, will withdrawals be taxed at the capital gains tax...

Hi, I recently separated from my previous employer and I hold a small amount ($2,500) in a Roth 401(k) through...