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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...

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...