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My wife inherited $15,592.36 in cash. She mistakenly deposited this money into her traditional IRA and the custodian coded it...

Has the gov’t extended the ability to gift tax-free from an IRA directly to a charity if over 70 1/2...

I want to verify my method of tracking the AFTER TAX contribution to IRA’s once you begin to draw out...

A recharacterization strategy that is talked about often is to convert investments or assets classes into separate Roth IRAs so...

I have a client that has company stock in his 401k that we are possibly looking to distribute into a...

I inherited a percentage of some non-ira mutual funds from my grandmother. Within a week of “receiving my shares” I...

In 2009 I recharacterized 2 Roth IRA conversions back to a TIRA, one conversion done in 2008 (coded “R” in...

A client was a participant in a SIMPLE IRA for 5-years. They left the firm that sponsored that SIMPLE IRA...

Client will be converting TIRA ($75K) w/basis ($40K) in 2010. Will elect to split income ratably over 2011 and 2012....

A person is 85 years old and current taking the RMD from two Traditional IRAs – one which is his...