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we have a client that has a 408B and wants to roll that into her Roth IRa is that doable?...

A number of posts cover the typical case of capital gains on NUA stock but unfortunately losses after the date...

A client died in Dec 2010 – he was 72 – he had not taken is RMD prior to death....

If I inherited an IRA and chose the Stretch option can I choose to take a lump sum after a...

We recently had a client that holds a SIMPLE IRA plan for their employees, deposit a check that included employer...

An interesting article from TheStreet (www.thestreet.com) talked about a review of Bank of America's year-end business in Roth IRA conversions. Click to read the findings from this article.

The wife and I have a Living Trust with all of the other trusts and pour over wills and power-of-attorney’s....

Good afternoon all, Husband and wife are semi-retired with pension income in 2010. Husband’s earned income in 2010 was only...

An individual went to Wachovia to setup an IRA in 2009. Although she told him that her employer wanted to...

When I left my employer, I rolled over my 401k to a traditional IRA. Some years later, I learned from...