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

I was recently let go of from my job of 27 years. My 401(K) has about $650,000 in it, with...

I am working with someone who has told me that they have after tax monies inside their 401(k). He is...

Sorry if this has been addressed before. I’d like to get back my wife’s Roth 2007 $5,000 contribution I made...

Is it possible to contribute to a Roth IRA for small children with gifted funds from parents, etc.? Thanks.

I have a 22 year old who I am working with who; 1) his father died last summer at age...

I reached 701/2 in 2007 and must take RMD by 12/31/2007. My primary beneficiary is my spouse (age 62) and...

My mother (76) passed away in July. She and my father (77) each had IRAs at their bank that contained...

I HAVE A DEFINED BENEFIT PLAN, AND I AM NOT FULLY VESTED BUT HAVE LEFT THE PLAN. AM I ALLOWED...

Is it true that after December 31, 2007, monies that are transfered from a 401 K or 403 b plan...