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IRA and pension owner died in 2002 (age 40 at death). Left IRA and company pension plan to 8 year...

My father’s IRA has been transferred to his estate, and my brother and I are the beneficiaries of the estate....

If a surviving spouse inherits an IRA (non-rollover), can she subsequently roll it over to her own, e.g. after seven...

My father died in 2005 and I inherited an IRA from him. I started taking RMDs in 2006. My brother...

Hi Everyone, I recently left a company I had been with for 5 years. I had a 401(k) option to...

Have client who is retiring from Verizon. He sold his stock in his 401k. some last year and some this...

A client has a large 401k account with low basis company stock that is eligible for NUA when he retires...

I have a guy in his 40’s who left LVLT and has a bunch of their stock in his 401k....

Here’s the scenario. Converted a portion of SEP-IRA to Roth in 12/06, fully intending to pay tax for 2006. Had...

I have a friend who is age 52 with 30 year service with his company ..about to retire. We have...