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Client has $1,500,000 in a 401K of which approximately $100,000 is after-tax dollars. He would like to roll the $100,000...

Client wants to maximize contributions to both his SEP and to his Traditional IRA. Can he still get full deductions...

$3,500/650,000 is .005%, not the 1% I stated earlier. Appreciate any help. Steve Finkelstein

Client received two checks: • ck #1 for $650,000 made payable to Pershing, FBO client representing 401k Direct rollover of...

I’m inheriting a client that has a SEP for his employees. The SEP was opened at our firm some time...

I only have one client for whom a conversion really makes sense. I don’t feel it is worth the price...

In preparing for a Roth conversion, client discovered that the first 8606 filed in 2001 incorrectly reported $5K of pre-2001...

Hello, Client has IRA with only 16m all nondeductible ira contributions. Client was going to convert to Roth in 2010,...

I have a 74 year old client and she has about $500,000 in IRAs and 403Bs, she has plenty of...

Client has SEP IRA for many years. In 2009 she had Schedule C income AND Schedule E income (generated from...