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A 403b1 can allow for penalty free withdrawals if the participant separates from service on or after their 55th birthday....

A client tried to do an IRA transfer from his discount broker to an insurance company. The insurance company dropped...

I know the non-deduct IRA part is accurate, but I want to double check if the 401k part is accurate?...

I put this up in another one of my post. But it was hidden behind another title. I figure with...

If somebody does the conversion in 2010 and elects to defer to 2011 and 2012, what happens to any amounts...

If a client rolls over after tax contributions from a 401k plan into a Roth IRA via a 60 day...

Is the income limit of 100k that is being lifted for 2010 permanent, or is it just for 2010?

Client retires early at age 59. Rolls over 401k to brokerage account(s). 100k already taxed 300k pre tax. Two checks...

Is the income limit of 100,000 of MAGI that is being lifted only for one year, or is this a...

A client transferred some of his pre-tax 401(k) money to an IRA over the past few years while employed (this...