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My wife and I each have a Roth IRA. Our son is the sole beneficiary in both account. I am...

An IRAowner has the option to spread out the income from a conversion to a Roth into 2011 and 2012....

The IRA owner has died. Only one individual is named on the beneficiary form, let’s call him David. He wants to do the right thing and share the IRA with his siblings or the other individuals who should have had a share of the IRA. I know, it is hard to believe but some beneficiaries do want to do the right thing! So, what can David do?

I recently rolled over my 401 K (post tax) contribution to an IRA. Can I withdraw this portion of IRA...

Is a simple plan eligible for withdrawal at 55 without the 10% penalty if they are retired or no longer...

1. I have a client who has an IRA that is mainly after-tax contributions. Can she roll that to a...

My father died in 1999 and left my mother (23 years younger) as the beneficiary of his IRA. He had...

I have a client that received a QRDO from her Husband’s retirement account in 2006.She left the money in the...

Can after tax contributions made pre 1987 within a 401(k) be rolled over to a Roth IRA? It is my...

The 2009 RMD from one account was distributed before I contacted the institution saying I wanted to waive the 2009...