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Good afternoon: Under solo 401k, could the owner not make contribution as employee and just as employer? Thank you so...

I have a client with a schedule c business who wants to do a SEP for this year. This is...

I have a client who has a 401k funded with both [color=blue][b]pre-tax [/b][/color]and [color=blue][b]non-pre-tax[/b][/color] dollars. ➡ Is there a way...

The owner of a one-participant profit-sharing plan for him alone with $30,000. in assets has named his wife as primary...

I have an IRA owner that died in 2008. He had yet to fund his Roth IRA for 2007. His...

I have a client you is thinking about converting his ira to a roth, meets all the requirments. He wants...

Hello; I am glad to find this site, I had a situation we misinformed about SEP and Sole-401k, so we...

Just read PLR, since being on Spring Training sojurn for 5 weeks. This is good news, for those that get...

I’ve inherited an IRA from my father. I’m wanting to put it into a beneficiary IRA, so I can avoid...

A client called and explained they had been contributing to an IRA monthly for 2007. After having their taxes completed...