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The federal Thrift Savings Plan (TSP) is a qualified, 401(k)-type defined contribution plan. Numerous threads have discussed the taxation of...

Person converted IRA to a Roth in 2010 after taking RMD. He then did a partial re-characterization in October 2011....

We know that per the terms of Reg. §1.401(a)(9)-5 and Reg. §1.401(a)(9)-6 that the payment stream from an annuitized IRA...

I read in your books that an IRA/401k could only be ‘stretched’ if RMDs had actually begun. If not, then...

I have a client with an IRA, that has about 25% of the amount being after tax contributions. The way...

It is my understanding that public safety employees are not subject to the 10% penalty on early distributions from defined...

I need some clarification on having a charity as a designated beneficiary on an IRA. What I think I know...

If an IRA owner dies after his required beginning date, but before receiving the RMD during the year of death,...

We have a client that passed away in 2011. He had already starting taking RMD’s because he was over 70...

My Client passed in July, 2010 and changed the parent’s IRA to a Beneficiary IRA for the son. The son...