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It has been my understanding that an estate can never be a designated beneficiary. (Reg 1.401(a)(9)-4, A-3(a)) Accordingly, it is...

INHERITED IRA FROM SPOUSE I have a situation where the wife died at the age of 62 and left her...

A local Tax attorney brought up a danger notice that we may need to include other qualified plans in the...

I believe we can do this, but I wanted to solicit other opinions. A new client came to the office....

Client has been taking 72(t) distributions with the first occurring in December 2005. He takes one annual distribution on or...

Can a married individual (age 64 and filing a joint tax return) who has earned income and is a participant...

If I have a client with $630k in a 401k, of which $64k if after tax dollars, what is the...

In 2010, the IRS income limit for Roth conversions is lifted to allow individuals with incomes over $100,000 to convert...

Is it true per the Internal Revenue Code that I can take a Traditional IRA (consisting of after tax contributions...

I believe the rules concerning Roth distributions (i.e. 5-yr, age 59.5) refer only to earnings, not contributions. If so, contributions...