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A client is leaving his employer. He is over age 55, but not yet age 59 ½, and he will need money from his retirement plan for living expenses. What are his options?

Can you take after Tax (Not Roth) contributions ( say 100k)and transfer to a Roth IRA that was established 10...

A Will is a legal document under state law where you name a person to manage your estate and divide your property after you die. Property in your estate must pass through “probate”, which is the process under your state’s law of how your estate is administered and who gets your property. Ideally, you should have a Will. If you don’t, then state law will decide who gets your property after you die. That might not be what you want, so it’s better for you to decide who gets what by having your own Will.

An individual contributed to their individual 401k profit sharing plan. They are the employer and the only employee. When he...

Hello, I just wanted to confirm the nature of RMDs for an account whereby the owner has passed. 1. If...

Good Afternoon. I have a situation that I have not previously encountered. I am looking for guidance from the group....

We live in Minnesota; I think my wife and I should make some changes in our IRA beneficiaries for estate...

Client is 58.5. Retiring in a couple weeks. Has a 401k, wants to take some money out before hitting 59.5....

We have a client that converted $30,000 from a traditional IRA to Roth IRA in 2012. Upon preparing his taxes...