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Client rolled over 401k into IRA. One year after, administrator informed client that the rollover included $9,000 of excess contribution....

I’m working with a grandma, age 74, with 3 grandchildren (twins age 1 and a 2 month old). She would...

I have a client who has too much earned income to contribute to a Roth IRA in 2010. He can,...

I am trying to find rules re whether client over age 70 1/2 has to satisfy RMD requirement on all...

Prior to 2010 and the lifting of the MAGI limit for Roth conversions, a client converted one TIRA account per...

Can traditional (pre-Roth) after tax contributions in a qualified plan be directly rolled into a Roth IRA?

I converted two TIRAs to Roth IRAs at the end of March. Now that account value is lower than it...

I am 80 years old, with a traditional IRA of $300,000. I want to take my RMD for 2010, and...

Traditional IRA had no beneficiaries and was left to the estate of the decedent. The estate took a distribution from...

For some reason an insurance company has me doubting myself on this one but here it goes. We have a...