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Two weeks ago, we helped a client with his rollover 401(k) with appreciated ESOP. The company that processed the rollover...

If a client has a 401(k) balance which consists of after-tax contributions, as well as before-tax contributions and gains, traditionally...

What if the systematic withdrawal was set up prior to age 70 1/2? Do they count as RMD after the...

I have a client whose father passed away in 11/07. He turned 70.5 in 2007. He took out about $2000...

My brother recently passed away and had a small IRA for benefit of his adult child. He also died with...

Let’s say that taxpayer has $20,000 traditional IRA which includes $15,000 of nondeductible contributions (“basis”). 1. Can taxpayer roll that...

Client has an existing Roth that was opened over 5 years ago and from which she will want to take...

You are allowed to make charitable contributions after 70 1/2 directly from your IRA for 2006 and 2007 and the...

greetings. so, i took a gamble and dumped $4k a year ago into my RothIRA, but unfortunately (fortunately) i will...

Mother died 10-13-2007, leaving an Annuity Nationwide IRA to three children. Last year, before death, Nationwide told me they’d handle...