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I have a client who was recently divorced age 47 and is receiving retirement plan money from the ex. One...

Approaching as quickly as a Caribbean hurricane is October 17, 2011, the day of reckoning for undoing 2010 Roth conversions. A recharacterization means reversing your Roth IRA conversion as if it never happened. Once this date passes, most individuals who made 2010 conversions that they did not recharacterize will be irrevocably locked into them as well as their accompanying tax bills.

I have a client who asked if they can still contribute to their 401K after 70.5? Also, can the company...

Friend died and left $1million IRA to his estate. His will stated that 9 nieces/nephews and 2 charities will split....

SUBJ: In-Service Withdrawal of After Tax 401K Funds into Roth and Traditional IRAs I would like to get a ruling...

Hi, My question is as follows: Let’s say you have a 401K fully vested and worth $200K. You take a...

I understand that a Roth IRA must be distributed by the end of the fifth calendar year after the year...

We have written several times about the various aspects of naming a trust as beneficiary of an IRA. We have indicated when it would be appropriate to do so, as well as defined the complexities involved with such an undertaking.

I’d like to make sure I’m not missing anything. Once a triggering event happens and you want to take advantage...

A client and his wife have a living trust, it is their second marriage so he wants his 401k to...