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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...

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...