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Client received W-2 wages and company disability payments in 2007 in addition to an early distribution from a pension plan....

I just read an article on bankrate.com on bequeathing retirement savings that referenced Mr. Slott. This article says it’s necessary...

Client has a 540K Employee Savings Plan with the following breakdown – Before tax deferrals = $24,000 Pre-1987 After Tax...

Have a client who is transferring IRA from current custodian to our custodian. IRA is titled “XYZ Custodian for John...

Client has a Traditional IRA that was converted in its entirety to a Roth IRA several years back. The value...

My father recently died and left a large amount of money in his traditional IRA. Unfortunately, he never filled out...

In February 2006 a potential client became sick and was unable to peform her job any longer. Her company did...

Yesterday I thought I had created a second Roth into which I did a TIRA to Roth conversion. Problem is...

Self-employed therapist (sole prop) established a SEP IRA years ago for (employer) pre-tax savings (not certain whether this is an...

Sorry if the question has been answered before; I don’t follow the forum as often as I used to. Client...