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If a “qualified” Trust is the designated beneficiary of an IRA when MUST the first RMD be taken? I assume...

Can an 401k particpant roll after tax contributions into a Roth IRA or a traditional IRA?

My wife and I have both maxed out our 401K’s with our employers. Our combined income is over $200,000. What...

Employer erroneously does not include an employee (unrelated, not an officer or highly compensated) in the calculation of SEP contribution....

Good afternoon, Can an employer set up a SEP-IRA himself and employees and not make employer contributions to it? If...

I converted my TIRA to a Roth in 2010. Now realize I want to recharacterize due to large tax due...

You are not yet 59 1/2 and have become disabled. You want to take funds out of your IRA. Can you escape the 10% early distribution penalty?

A prospect brought in a check for $19,300 representing a distribution from an Indexed Annuity after paying an 8% surrender...

Facts: 1. Multiple Individual (Non Spouse) Beneficiaries 2. IRA has not been separate share Decedent IRAs yet 3. 1st RMD...

There is often a lot of confusion when it comes to the post-death IRA distribution rules. Frequently, beneficiaries and/or their advisors believe they are subject to what is called the 5-year rule – meaning they have to empty the inherited account within 5 years after the date of death - when in fact, they may actually have much longer to do so.