Site search

Seemingly the result of administrative error at the originating fund company [paperwork was filed correctly], a client recently had both...

A client changed custodians and transferred 2 IRA’s into the new account; however, one of them happened to be an...

I have left my company after 20 years and have a large sum in my company 401k. I am 49...

IRA owner died after age 70 1/2 (age 86) and his wife was the beneficiary. She disclaimed the IRA and...

I have a client who is trying to roll over funds from an employer plan to an IRA. The check...

Is there any advantage of rolling a government thrift savings plan first into a traditional IRA and then converting to...

If you are a government employee, civil service employee or officer, you might still be under the old plan, ie...

A client has money in his company profit sharing plan (he is the owner of the company and trustee of...

I think I’m clear on the rule that if any “beneficiary” of an IRA is not a “designated beneficiary,” (living...

I think I’m clear on the rule that if any “beneficiary” of an IRA is not a “designated beneficiary,” (living...