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After our client died, his IRA was moved to a beneficiary IRA FBO of the Trust. Per the trust his...

If a 72t starts 4/1/2006 asthe first distribution, therefore the last distribution was 3/1/11, can the person take a distribution...

It is now March. Can I make a salary deferral for my solo 401k relating to 2010? Right now, the...

i am new to this forum so please forgive me if this has already been aswered. i have a client...

I had a custodian tell a client that the conversion of an after-tax IRA would cause catastrophic tax consequences? I...

March Madness is upon us and we are down to the Final Four. No, we're not talking about college basketball here… we're talking rollover mistakes. The following is our Final Four list of irrevocable rollover mistakes.

I HAVE MADE 2 DIFFERENT IRA DISTRIBUTIONS FROM THE SAME IRA ACCOUNT IN THE LAST FIFTY DAYS. I NOW REALIZE...

Taxpayer A has a traditional IRA, value $10x, with zero basis, and converted $x of it to a Roth in...

Hi All, I can use some help regarding a Roth IRA conversion I did in 2010. While using a computer...

Client contributed to their 401k plan for more than 25 years with after tax dollars (non roth) and purchased company...