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At the age of 42 a client started a 72t program in 1997 and proceeded to withdraw the same calculated...

Parent left the IRA to the two children one of which he also established a Special Needs Trust for. How...

Do I need to aggregate all 401k plans when figuring out taxable portion of Roth conversion? For example Client has...

John (63) dies and leaves his 401k account to his son John Jr. (33). Are the following statements true? 1)...

I have a client who turns 70 1/2 on Dec 9, 2010. She does work part time. When does she...

I have had a Roth IRA for over ten years. Additionally, I am planning to convert a traditional IRA to...

Hello: I recently had a client who passed away, and had a 401k. After I counseled the client not to...

Rule clarification: I am currently in my companies 401k plan and retired this year at 55. I have pretax and...

Calculating Roth conversion taxes due (or any taxes due from withdrawals)– If the individual is still working with an active...

We have been waiting for definitive information from the IRS on this issue for some time now. The American Benefits...