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I purchased years ago in my IRA, stock in a local bank which was operating as a C corporation. Over...

I have a couple of client that are both engineer’s and they want to know specifically what part of the...

Aloha, I have a client who is 56-1/2 years old. She would like to use her 401K to immediately create...

1) After converting your IRA to a Roth IRA, can anyone confirm if when aggregating your IRAs (the value of...

In this months IRA newsletter Ed talks about clients who took multiple distributions from their IRA as part of their...

Deceased (collecting RMDs) left IRA to several grandchildren, 2 of whom are minors. Because of the markets, etc, the spouse...

We have a clinet who has a GE S&S Thrift Savings PLan that allows after tax contirbutions. The plan also...

I am a Federal employee who will be retiring in January 2010 under the Civil Service Retirement System(CSRS). Under that...

I have a client that owns an IRA with both pre and after tax contributions in it. Come January we...

I would need a reminder on how Roth 401K basis (after-tax) that is rolled over to a Roth IRA is...