Site search

I have a client with approx. $3M in an IRA. Couple of questions, upon death if the bene if not...

Hello good folks Sorry for this being long but it is very important to us. 1. Fidelity has our current...

of Estate prior to death????? My common sense says this is no if it is a non-roth. My common sense...

Can I convert a 403b IRA to a Roth while I am fully retired, after age 71 1/2, and if...

Does the IRS always charge interest in addition to the annual 6% additional tax computed on line 25 of form...

In June 2007, Ms. Client has 2 IRAs with monies ( 2 MFs in each): Trad’l and Roth. In mid-June,...

I have a mental block on the first RMD. I’ll be 70 on December 15, 2008 and thus 70.5 in...

Do distributions from a Coverdell ESA need to show on the 1040 if used for college costs?My software seems to...

Can someone who is contributing to a SEP roll it to a Roth in 2010 and continue to contribute to...

Ed Slott & Co Advisor Forum Members: I’ve been searching everywhere to learn if corporate pension plan administrators are required...