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An 86 year-old owns 2 TIRA’s when he dies. The prior Dec. 31 IRA values and the beneficiaries are: TIRA...

My 401K plan allows me to roll-over post tax monies even though I am not near retirement age (I am...

An employee working for a company that sponsors a Simple IRA had money deferred from their paycheck in 2010; however,...

The owner of a traditional ira died in March of 2011. There were no RMDs made for tax year 2011....

I have a client that is moving his 401k which had pre tax & after tax monies. They sent him...

Fact set: my client is a f/t employee of a large bank and wants to continue making contributions to his...

I have a client has a 401(k) from a previous employer (his previous company was bought out by the new...

Hi, I have been reading on this forum about the usefulness of using UTMA to name IRA beneficiaries who are...

401k plans do not have an exception to the 10% premature distribution penalty for a qualified first time homeowner. But...

A client, who is the beneficiary of their deceased husband’s IRA, wants to disclaim their right to the decedent’s IRA...