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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...

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...