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Hello, I’ve just read some advice from a syndicated columnist in a local newspaper which appears to claim one can...

Prospective client ask: Husband died nov 2008, his birthdate nov 1939; she changed the spousal with correct wording to and...

Federal employee retiring 12/31/2010 at age 56 wants to execute $ 400,000 IRA R/O from Thrift Savings Plan yet retain...

Employee with a 401k balance is $715k. The amount able to do in an “in service” rollover is around $314K...

With the signing of the 2010 Tax Act last week, qualified charitable distributions (QCDs) from IRAs have been extended for 2010 and 2011 – with a twist.

An irrevocable trust (QTIP), in which the grantor died, named his wife as income beneficiary and she just passed. His...

My client retired from NYC Police Dept in Feb 2010. I established an IRA with her 457 monies back in...

We have begun to receive the official numbers behind the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 President Obama will sign into law likely later today. Click to read the IRS Notice.

I have a few questions relating to transferring bonds from my traditional IRA to my Roth IRA 1) The price...

I have a traditional IRA in which all of the contributions are after-tax. At this point, the value of the...