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husband and wife never had retirement plan before and they are just now getting interested in setting up a SEP...

i want to convert a tira to i roth ira but have heard that you have to watch when you...

I am 40 and have about $40K of post 1986 after tax dollars in my 401K. I want to do...

I’m leaving my company and required to take my RMD this year. Along with the pretax, I have 38k in...

Client age 62 owns a beneficial IRA inherited from a deceased parent. Another client age 73 owns a beneficial IRA...

My dad died in July 2007 at the age of 81. He left to my 2 siblings and I an...

I have a 401K with $1,000,000. I have $18,000 in pre 1987 after tax contributions and $27,000 in Post 1986...

I have a client with after-tax contributions in his 401k. He is turning 70 1/2 and is going to be...

Thanks in advance for any help you can give me. I have a married client that has $15,000 in Pre-1987...

I understand there is a 5yr holding period after you convert a tira to a roth ira(and pay tax) to...