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A client contributed a maximum 5000 (over 50) contribution for 2007. After doing taxes, they are only eligible for $2090...

I was quoted the IRS Reg. 1.401a(9)-(3), Q3 by Alan-oniras wife inherited a thrift saving plan from husband who passed...

Company sent 403 (b) distribution out instead of Ira distibution for 2007, individual will not get tax break for for...

A married couple in California has an Aggregate Community Property Agreement that states all their property, including property “in their...

Transfered 401 from Fido to Chuck 9/07. 32,000 was after tax contributions.Fido and Chuck IRA guy advised this was a...

Can a wife who inherits a traditional IRA from her husband convert to a ROTH after taking RMDs?

Situation: H has an IRA worth $5 mil and no other assets H is married to W, his second wife...

Dad dies after RBD, with IRA naming estate as beneficiary. Dad’s will leaves estate to 3 adult children, in equal...

We have a client who is a pastor, currently age 57, plans to retire in 8-10 years. He was told...

Left employment and took complete distribution of all 401k funds in 2007. Form W-2 box labeled ‘retirement plan coverage’ for...