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Have a client that is a federal worker retiring at year end. Voluntary contribution program allows for lump sum deposit...

I had someone ask me this questions and I’m not sure if I’m fully capable of answering it. They are...

An IRA expert out there that Ed knows and respects just said something on his radio broadcast tonight that is...

I am trying to pull the post-tax contributions from a client’s 401k through a non-hardship in-service withdrawal. I have done...

We have a client who would like to take a distribution from their traditional and Roth IRAs to use toward...

After husband’s death in 2006, his IRA was set up as an inherited IRA for his wife. Can she change...

scenario.. Jim passes away and leaves his ira to his son. it is currently held by insurance company A. company...

A client aged 82 has multiple IRAs CDs in different banks. He also has an IRA in a stock account....

I have several questions about IRA/Roth conversions. Both my wife and I have IRA accounts and in our 70s. I...

I have been working with clients this year heavily on converting after-tax contributions in 401ks directly to Roth IRAs. The...