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What happens if my client should die within the 5 year window after doing the Roth Conversion from his traditional...

I understand that for those of us over 70 1/2, amounts gifted directly from a traditional IRA to a qualified...

If a participant takes out a 50,000 loan from qrp he will get the loan tax free. He will pay...

A son inherits his Mother’s IRA in 2003. IRA is titled inherited. His mother was only 62 when passed away...

I have after tax savings in my 401K and can make in service withdrawals of these fund. I make too...

Trying to get out of 5 year old annuity, with 10 years of surrender left. Can I annuitize for 5...

A client directly rolled over a 401k into two IRA accounts earlier in 2008. One IRA account received only after...

IRA owner died in May at age 68. Sole bene who is wife, age 76, rolled IRA to her own...

Hello. I have a client who overcontributed to his Roth in 2006 by$361.22. This was not realized until after the...

I am a federal employee age 50, next month, and will be retiring with 24 years service, special category. Part...