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a. If a client gifts stock to either his daughter or granddaughter, and they then sell it, do they go...

I know that you can roll pre tax IRA amounts into a 401(k) if the plan so allows. The after...

I have a client that has just severed employment, and has a 401k to rollover. He has $50,000 in after...

Husband died 12 yrs ago. Spouse has been taking RMD for years using single life tables as a bene. Can...

If you have an IRA, you have access to your money at any time and for any reason (unless the IRA custodian has limits on your access). Unlike an employer retirement plan, such as a 401(k) or pension plan, you don’t have to ask anyone if you can take money out of your IRA to pay some bills. Your IRA is completely under your control, and no one can stop you from taking a distribution. But there are risks when you use your IRA funds for personal expenses during the 60-day rollover period.

You are under age 59 ½ and need funds from your IRA to live on. You set up an early distribution payment plan that will be exempt from the 10% early distribution penalty (called 72(t), SOSEPP, or SEPP payments). You now want to move that account from your current IRA custodian to a new one. Can you do that? Click to find out.

There is a lady that is trying to complete a rollover that has to be there in 60 days. Can...

An individual is married and has 2 kids. He would like to put in the maximum amount possible this year...

Facts: A 72 year old owns an IRA worth $300,000. To generate guaranteed income for the next five years, she...

If the individual turns 70 1/2 in July (for example) can they satisfy their RMD by taking the required Distribution...