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If you are still working, can you continue to contribute to a 401k after you have reached age 70.5 and...

Any thoughts on the following situation would be appreciated… ——————————————————————————– I really need some advice on a direct rollover for...

I have a client who passed away and left 50% of his IRA to his daughter. She would like to...

I saw this “Ask Ed Slott” item in an online Financial Planning magizine articel asking about the kiddie tax and...

I have a client who recently remarried. His attorney updated his will. When my client passes away, a trust gets...

IRA owner died in 2007. 50% of DB is payable to a charity. I suggested the charity take out 50%...

There have been some great posts on this, but I want to make sure I understand how to handle my...

We have a client who would like to leave a portion of her Inherited IRA to a niece and nephew,...

My question concerns a Keogh Plan. I read in Ed’s book, “The Retirement Savings Time Bomb” that a 401K, 403b...

In Nov 2004 I converted an IRA to a Roth IRA. The dollar amount is about $4,000. I later discovered...