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In late 2006 a friend died and did not mention me in her will. In 2007 a bank called me...

Regarding Roth Conversion eligibility, do SEP-IRA contributions haver to be added back to determine MAGI? Also, are SEP-IRA & IRA...

Grandpa (in his 80s) dies and leaves a fixed annuity to a minor (16) and does not designate a custodian....

A son inherits IRA from his mother. Are his options immediate taxable distribution, 5 year distribution, or stretch based on...

Client has after-tax 401k contributions and earnings. Can these funds be rolled into a traditional IRA?

I am an investment advisor, and I have a new client with joint income of $300k+/yr. He files taxes himself...

Individual died in December 2007 leaving approx. $2,500,000 IRA. He had taken his MRD for 2007 before passing away. Surviving...

When calculating for RMDs, do you count the total IRA balance as of 12/31 of the prior year, INCLUDING any...

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...