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If a SEP IRA owner dies in 2010 before making a 2010 contribution, and the SEP account is rolled over...

I have a current client who has terminal leukimia and is expected to only live a few more weeks. He...

Client is a business owner. He has a Simple IRA he had been using for the business and a Traditional...

An individual has an IRA with after tax contributions and also has a profit sharing plan with the company in...

I am confused on how after-tax contributions to a 401k are treated in the following situation: If I separate from...

2 part question: 1. When you Rollover a Roth 401k, can you combine it with an existing Roth IRA contributory...

Suppose that an IRA owner names a “see through trust” as beneficiary of his IRA with his wife, who is...

Mates – it’s been some time! Happy New Year to all. Query: client named RLT (that would qualify as “see-through”)...

I am hoping I can get a little direction…I have a client who’s husband died and the beneficiary of his...

I am 68 and hubby is 70. Both of us have IRAs. Husb will have to take an RMD come...