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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....

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...