Site search

A client converted in Feb 2011 paid the taxes 4-15-12, now they recharacterize in July 2012, to retreive the conversion...

A client has the need for 72T payments and has the ability to have multiple IRA accounts. Do I understand...

I have a client that has a company. Her and her husband are the only employees. The company showed a...

Client bought the following annuities: Year 1995 $100,000 Phoenix Company Variable Annuity Today is worth $125,000 Year 2000 $300,000 AllState...

Roth Contribution was $2,000 ,several years ago in one mutual fund,liquadated it last year at $1,865(less than basis),accountants software is...

I’m trying to understand the differences in distributions from a 401k and Roth 401k. Assume a traditional 401k that allows...

Does a spouse have to sign off on their spouses rollover of a 401k? From experience I know they always...

I will be retiring from my employer this summer, after over 30 years of employment. I have a substantial amount...

We have a Beneficiary IRA that is in the name of the trust….there are 5 beneficiaries of the trust (1...

I have two clients for whom I am considering the 401K isolation of basis strategy expounded by Kaye A. Thomas...