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At what age can an active employee do a rollover of his existing 401K money. Can he continue to be...

At year-end, my admin asst erroneously initiated a transfer from client’s IRA to their Living Trust Money Market. The error...

Considering using NUA for a client that holds company stock in his 401(k). 1. The client is under 59 1/2...

Scenario……Mom has Inherited spousal 401k from deceased Husband. She is terminal and now is setting up her own IRA. If...

My previous employer really botched my retirement plan last year. Im wondering if I should have my taxes professionally done...

I have a 401k under $5000 from an employer I left in 1998. I never rolled it and they never...

A client started a 72(t) at age 57. Now that he is age 60 he wants to take a onetime...

I have a client who is a Pastor and his income is strickly on gifts, no salary. He files taxes...

The situation unfolds when Rosanne’s ex-husband (Mike) passed away. Mike had a qualified plan at his former employer Mass Mutual...

❓ I have never been on a forum before so I hope I am doing this right? I have a...