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Good Afternoon. I have a situation that I have not previously encountered. I am looking for guidance from the group....

We live in Minnesota; I think my wife and I should make some changes in our IRA beneficiaries for estate...

Client is 58.5. Retiring in a couple weeks. Has a 401k, wants to take some money out before hitting 59.5....

We have a client that converted $30,000 from a traditional IRA to Roth IRA in 2012. Upon preparing his taxes...

Last Tuesday, Senator Orin Hatch of Utah introduced new IRA-related legislation to the Congressional floor. The purpose of the bill had nothing to do with taxes, as you might first suspect, but rather, was introduced in an effort to strip the Department of Labor (DOL) of some of its power over IRAs. Below we discuss the role of certain federal and state entities play in IRAs.

I requested a check on 7/1 and received the check on 7/5. I realized that I won’t be able to...

New client has worked with a large retail brokerage in the past and both spouses rolled their 401(k)s over to...

While many Americans aren't saving enough for retirement, there are others who are saving a lot (true story). In fact, some of you have asked whether it's possible to contribute to more than one retirement plan for the same year. See the answer below.

Do you have a will, a trust, and retirement accounts? Who will get your retirement assets? Let’s say that your will says that everything goes to your spouse, your trust says that everything goes to your children, and the beneficiary form for your IRA says that everything goes to your spouse and your children equally. Who gets your IRA? These answers and more below.

We have a client who was a member of an LLC for half of this year. He is eligible to...