Site search

Say you have a 200K 401k made up of 180K pretax money and 20K after tax money. You rollover the...

Mr.A died March of 2011age 81. He had not taken any RMD’s for 2011. He left his 3 sons 3...

74 year old IRA owner died August 2010. The 2010 RMD was paid by the Estate (after death but before...

To Alan and Mary Kay Foss, CPA: An 80-year-old dies owning a TIRA with 8 beneficiaries: 4 universities ($100K, $50K,...

An Enrolled Agent came to me with a client’s problem. 5 years ago he put $25,000 in a brokerage account,...

I have a client with an large IRA that is invested in illiquid real estate loans and trust deeds. The...

Looking to confirm my understanding on 2 issues: Issue 1: I have a client that inherited a small (self-employed-only participant)...

Client (64) to semi-retire. Moved small 401k to IRA. (Will need this money to pay off mortgage after the first...

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....