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Hi, I’m a newbie to understanding the intricacies of IRAs and ROTH conversions, but I do know some math and,...

A client died at the age of 82 and his wife is the sole beneficiary and is 78 years old....

I realize there is a 50 percent penalty for not withdrawing. in the year 2010. How soon will the IRS...

The license is used for various digital products such as articles, ebooks, software, graphic templates etc. Because there are many...

There are people that i work with who want to escheat an IRA to the state before the 5 years....

I have a 401K with after tax money at Delphi. Is there any reason to roll that money into an...

I have a client under 59 1/2 that left his job with a balance on a loan. He rolled over...

My client, ‘Pete’, had two aunts who were sisters…neither had children. We’ll call them Agnes and Ruth. In 2007, at...

1. We have a client who is an employee of a university and participates in their 403Bplan. He also has...

Did a Roth conversion for a client in 2010. The REIT lost some of it’s value therefore we recharacterized the...