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A client needs about $85K, fairly quickly, but likely only for about 4 months. He is applying for an adequate...

Here is the situation: Employee is retired in 2009. In year 2010 she will liquidate/rollover her employer QRP. She expects...

I have 3 different IRA accounts—account 1 is set-up for after-tax traditional IRA contribution, account 2 is set-up for rollover...

I live in new yorkand i am concerned about my IRA. If I go in a nursing home will New...

A friend’s parents recently both passed away at 79 and 74. Their three children were named as beneficiary of all...

If Dad has a Roth IRA, and he dies after Mom, leaving the Roth IRA to Son. How long can...

Required minimum distributions (RMDs) start at age 70 ½ for all traditional IRA owners, including those who have SEP and SIMPLE IRAs set up through their employers - even if they are still working for those employers at the time.

I have a client whose employer 401K is invested at Vanguard. Rough numbers: he has a $1MM balance. Of that...

Taxpayer retires and decides to rollover entire balance of 401K to an IRA. Total accumulation is $500,000. $50,000 represents employee...

My husband asked me to sign a spousal waiver of my rights on a ERISA protected retirement plan so he...