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We have begun to receive the official numbers behind the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 President Obama will sign into law likely later today. Click to read the IRS Notice.

I have a few questions relating to transferring bonds from my traditional IRA to my Roth IRA 1) The price...

I have a traditional IRA in which all of the contributions are after-tax. At this point, the value of the...

Can a non-spouse benefiaicry complete a rollover to an inherited IRA within 60 days after taking receipt from a company...

The holiday season is upon us. It is time for friends, family and financial security. The answers to these consumer questions can help you wrap up your year-end planning.

A husband left his wife a home that was put into a qtip trust. When she dies and the property...

I have a client that has a 401k plan that doesn’t stop his contributions when he hits the max. Instead...

This all occurs in New York State. Dad remarried and in his will stated that a trust may be designated...

Your client is making contributions to an employer plan and he/she wants to know if its possible to also contribute to a traditional IRA or to a Roth IRA.

The wife was the sole beneficiary of her husband’s IRA. She left the IRA as a beneficiary IRA to avoid...