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My two siblings and I each inherited from our dad(81) one third of each of two different IRA accounts held...

The Company has established a Simple Plan this October. One of the owners of the business is already 70 1/2....

In 2008 a client directly transferred 4 CD IRA accounts into an IRA at another custodian. Recently the client discovered...

Hi – My client’s sister died 5 and a half years ago, in May, 2003 and my client received sister’s...

This afternoon in St. Paul MN Ed breifly mentioned that one could convert a 457 plan into a Roth IRA...

In today’s WSJ page B2 , Kelley Greene.s column the question was about Qualified Charitable Distributions. Ed Slott was asked...

Age 52 client wants to roll his large IRA to his newly established Solo-K with his business. He is retiring...

I have a client who left a bank and had a non-qual def comp plan there. He is still working...

I hope someone can answer this. In Ed’s seminars he always brings up the irs position that “you cant open...

A client of mine (we’ll call her Sally Smith) is planning to rollover her deceased father’s (James Smith) Government Thrift...