Site search

I have a non-5% owner executive client with a 401k left behind from a prior employer. He is still working...

Disabled IRA owner requests distribution from IRA. Not a RMD. The check is cut and mailed. The beneficiary dies after...

If an individual has made after tax contributions in previous years to his TIRA, but did not know to file...

Client’s tax bracket is 15% federal – if they do an NUA transfer and sell the stock – assuming that...

Here is my understanding of the new rules for 2010. Please confirm/correct my understanding. 1) The ability to recharacterize TIRA...

The decedent died in 11/07 after her required beginning date with an IRA and an annuity. What options are now...

The recent questions involving a spouse remaining a beneficiary rather than rolling over to own Roth raises this question for...

I have a new client that began a 72t distribution in 2007 using a divisor of 29.6 on a balance...

Wife passed away in 2007 and left husband with inherited CD’s at a banking institution. The CD’s have 6 years...

Do the new rules allow a rollover of only the after tax portion of 401k contributions to a Roth? If...