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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...

What cost basis would be used for real estate in a qtip trust after the spouse dies and is passed...

Can a QTIP TRUST receive an IRA distribution after the spouses death and pass it on to the remainder beneficiary...

Can I get some comments concerning whether or not Beneficiary IRA account balances are generally within the reach of creditors...

Early this year, I made Roth contributions for myself and for my wife for 2010. At the time, I expected...

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.

Hi, Just want to confirm: Does taking after-tax contributions from a 401k after a trigger event (separation from service) void...