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A client is the non-spouse beneficiary of her father’s Government Thrift Savings Plan. She wants to complete a rollover of...

In 2010 taxpayers will be able to perform ROTH conversions without the current AGI limits. In reviewing Form 8606, it...

This question is for anyone: How is the tax treated on NUA? If cost is say 100m on date of...

Pub 590 says, “you generally must make the rollover contribution by the 60th day after the day you receive the...

When an employee separates from service and is over age 55 they can take a distribution (if plan permits) penalty...

I have Pre tax and after tax funds in my qualified plan. The pre tax is about $800,000 and after...

I have a client that has privately held company stock inside his 401k with a low basis. My clinet is...

I have a 457 plan with a former employer, left the company 6 years ago to retire early and be...

IF you are a non spouse beneficiary of a Roth IRA – I know you have to take RMDs hopefully...

I’ve had a few clients ask if I have seen any articles or had any details about Roth IRAs being...