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Say someone has $200,000 in an IRA with an after-tax cost basis of $20,000. The year is 2010. Tax Facts...

Client inherited Bank IRA CD from his father; mother is also deceased. There are four total siblings and the sole...

I have a prospect who has aprox 385k in his ira. Of which 59k is after tax money. How to...

Dad passed in November, 2007. He did some “interesting” things with his IRA accounts. Acct A was opened in 2006....

I have a client that we did a direct trustee to trustee transfer form one IRA institution to another in...

My client is about to retire. Although he is unable to take his pension in a lump as he would...

Client has separated from service and wants to rollover his 401(k) Plan balance to a traditional IRA. Apparently the Plan...

My client moved from FL to VA. In FL she made out a Living Trust, due to the probate tax...

Wife inherited a Thrift savings plan from the death of the husband, who passed away in 2007 and was 69...

My client’s father had a 401k plan in which he named only his wife as beneificiary. Default is estate. The...