Site search

I have two situations with slightly different circumstances… A terminated employee has $200,000 in his 401k from After Tax contributions...

I have separated from service from previous employer and have nearly $30k of my plan balance that is post-86 after-tax...

Scenario: A divorced individual is considering a distribution from his IRA to settle with his ex-wife. The divorce decree has...

A woman died in late 2008 with a substantial IRA. She had taken her RMD for 2008 prior to her...

Is there a tax penalty on gains on after-tax (non-Roth) contributions withdrawn when plan is rolled over to an IRA....

Is there a tax penalty on gains on after-tax (non-Roth) contributions withdrawn when plan is rolled over to an IRA....

My mother was to be the receipant of my father’s TIRA. My father was 84 but had not taken out...

Is this correct? ROTH IRA Withdrawals (we understand the below, is it correct): Pre 59 ½: – First out, Contributions;...

Grandmother owns 33 acres in Vancouver WA that is farm land recently valued at 2.8million! Wants to pass the property...

I get this question frequently. Many of us are looking at working beyond the age of 70 ½. What required distributions (RMDs) do you have to take if you continue working?