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I happen to start a new ROTH IRA account in April 2010 after filing my 2009 returns. As this was...

I happen to start a new ROTH IRA account in April 2010 after filing my 2009 returns. As this was...

I took a $5k deduction on my 2009 tax return and intended to make a traditional IRA contribution. I opened...

Is there a way to gift directly from an IRA to pay for an adult child’s LTCi premium or life...

Earlier this year we received a request for a direct rollover to a Thrift Savings Plan. Apparently the client is...

I have a client who, along with his brother and their six total children, inherited their father’s sizeable IRA (>$1...

Hello, A client 83 years old passed away last month prior to taking her RMD. She has left the IRA...

In 2010, the IRA contribution limit was the lesser of $5,000 or earned income. If you were 50 or older by the end of 2010 then an additional $1,000 catch-up contribution is allowed, for a total of $6,000. The same limits also apply to Roth IRAs, but they are not independent of one another. Click to read more about excess IRA contributions.

This is the first year my husband and I have contributed funds to a non-traditional IRA which we converted to...

i have a client who’s brother died approximately two years ago at age 58. Part of what he had was...