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Our recently deceased father had an IRA account which he had equally designated his two sons, A and B, as...

Client retiring and turning 70 1/2 in 2008. Has both 401k and traditional IRA. Can she transfer the 401k and...

I just found this site today after several days of surfing the subject. I’m retired, over the age of 59...

❓ ❓ I have a client that was recently advised by another firm to initiate a transfer of 401(k) plan...

I am 60 years old, and retired for 5 years. In 2005, I took a distribution of less than $2000...

My self-employed client has still yet to file his 2007 taxes and is interested in opening and funding a SEP...

A client separated from service and had a retirement plan with his former employer with only after tax contributions and...

Re: Distribution of my IRA to the beneficiaries after my death. Premise: My son is one of several primary beneficiaries...

Straight from publication 590 Page 37. “Beneficiary not an individual” “Death on or before RBD: The entire account must be...

Good morning…I was hoping to get some guidance in regards to: If a qualified plan contains after-tax dollars, how could/should...