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I have a client that became beneficiary of his deseased wife’s IRA but has not taken ownership. He can wait...

Previously I contributed money to a traditional IRA. My earliest contributions were tax deductible, but over time, my income grew...

A client has a variable annuity that allows the excess living benefit to be annuitized. After one year the client...

Client has 2 sons one responsible and one is a spendthrift. Client’s IRA and 401k currently worth about 600k and...

Hello, I was told I had excessive contributions to my 401k and received checks back from fidelity investments in March...

A friend, whose husband died several years ago, inherited his IRA. The brokerage firm re-registered the IRA–ie, [u]FTB&B Cust for...

I just found out that as of 1/1/08 a 401k participant can take an in service withdrawal (plan permitting) and...

I have two inherited IRAs that contain non-deductible contributions. The first was from my father and I’ve used Form 8606...

I would like to ask a question re: a client with after tax money and pretax money in a qualified...

I know that annuity payouts in general are treated partly as a return of “basis”, and the remainder as taxable...