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We have several clients that made their 2010 IRA contribution with the intent to convert to a Roth. Can the...

If someone converts an IRA to a Roth IRA. Then dies in the same year after doing the conversion. Can...

If someone converts an IRA to a Roth IRA. Then dies in the same year after doing the conversion. Can...

If a client wants to move SOME money via an in service withdrawal from his PSP plan to his TIRA,...

In 2002 at age 82, my mother was diagnosed with altheizemers. A section 867 management trust was created by a...

I worked for Federal gov. and borrowed from TSP account last year and is paying back loan bi-weekly, do I...

My 401k contains some after-tax along with the related earnings. I am 60 and the plan allows multiple partial withdrawls....

my client was CA state employee and contributed to the CALPERS Supplimental Income Plan with after-tax $$…She is seperated from...

I have a client who had a DB plan. He sold his business and terminated the DB plan in Aug...

A designated beneficiary (not a spouse) inherits a Roth. I understand that that beneficiary has the option of totally withdrawing...