Site search

My 401k plan states that I am able to do an in service rollover of after tax and pre tax...

A small business (2 owners and no other employees) have been contributing to SIMPLE IRA since 2006. They just hired...

Can an IRA be levied by IRS?The bad news is that, yes, it can be subject to an IRS levy. The good news is that such a levy will not be subject to the 10% early distribution penalty if you are under age 59 ½ at the time of the levy. The amount taken by IRS will be reported as a distribution to you and you will owe income tax on the amount taken by IRS.

Help!!! After the death of my ex-husband in 2007, I inherited his Profit Sharing Fund (IRA) from a major corporation...

Hello, I have a question for you regarding a trust vs. gifting from the assets under the trust. Parents set...

What kind of plan may a self employed person continue to contribute to after 70 1/2. he must take IRA...

I have a client who converted in 2010 and we are still unsure if we are going to keep the...

If a client’s IRA is split with half the funds being put into a single premium immediate annuity (SPIA) the...

Can you convert assets to a Roth 401(k)? We initially tackled this question in a September 22nd article. Well...you need an update.

client died this year and only took half of her RMD. She was 79 and the two beneficiaries are her...