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A gentleman – based on faulty advice – rolled the after tax dollars from his 401k to a regular IRA...

I have a 69 yr old client who is being required by the 401(k) plan administrator to take a complete...

Please let me know if an individual who continues to work in their self-employed business (schedule C) can still make...

A client of mine who turned 70 1/2 this year rolled over his 401(k) to an IRA. The plan distributed...

Can a cash balance pension plan be rolled over to an IRA, specifically a SEP-IRA? If so, can contributions continue...

Hello, I’ll be in a low tax bracket this year and thinking to take advantage of it by doing a...

Can someone who is 78 do a direct transfer of an IRA before the RMD has been taken for that...

After having a licensed assistant leave, I have found that an account that they had worked on the transfer process...

[color=white].[/color] I have recently considered changing my traditional IRA (that has only about 12 mutual/bond fund options) to a brokerage...

[color=white].[/color] From my understanding (after reading Ed Slott’s book in Chapter 6), the way to stretch my IRA, is simple:...