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Can a self-employed person (age 55) with no employees make catch-up contributions to his existing SEP? (non-SARSEP). Our tax software...

If a 401(k) plan returns the full 401(k) contribution for the previous year due to the plan failing the non-discrimination...

I’m 36 and have never done that well at funding my IRA. I have about $8500 in a traditional IRA...

Can anyone confirm that if a child inherits a 403(b) after the decedent’s RBD that they will be able to...

Hi ! I used to be covered under 401K from my previous employer. In May 2007, I became self employed....

I listened to the 1 hour CD you sent me, one point you made is make sure the current custodian...

If a individual purchases an immediate annuity with a period certain payment (7 years) and dies before receiving all payments,...

I am meeting today (sorry for the short notice) with a client that has about $300k in a company 401k...

I have a new client who has a 72(t) brokerage account that is invested in mutual funds. The client has...

Couple, each approximately age 80, are taking MRDs. Wife dies after taking RMD in early 2007. Surviving spouse rolls over...