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Was just told by a Fidelity rep that he thinks the income restriction will go back in place in 2011....

Hi, I’m new to the forum and was referred here from the Bogelheads forum ([url]http://www.bogleheads.org/forum/index.php[/url]) I am the owner of...

I have a client who took a distribution from an inherited IRA shortly after their mother passed away. I had...

Hello, I’ve just read some advice from a syndicated columnist in a local newspaper which appears to claim one can...

Prospective client ask: Husband died nov 2008, his birthdate nov 1939; she changed the spousal with correct wording to and...

Federal employee retiring 12/31/2010 at age 56 wants to execute $ 400,000 IRA R/O from Thrift Savings Plan yet retain...

Employee with a 401k balance is $715k. The amount able to do in an “in service” rollover is around $314K...

With the signing of the 2010 Tax Act last week, qualified charitable distributions (QCDs) from IRAs have been extended for 2010 and 2011 – with a twist.

An irrevocable trust (QTIP), in which the grantor died, named his wife as income beneficiary and she just passed. His...

My client retired from NYC Police Dept in Feb 2010. I established an IRA with her 457 monies back in...