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Client of mine retired and is rolling 401k plan that contains pre tax and after tax dollars in it. The...

I have a client, age 84, that inherited her husband’s traditional IRA (age 77). He had been taking RMD’s, died...

The qualified charitable distribution was first effective in 2005 and expired as of 12/31/2007. It has been extended for 2008 and 2009. Originally, it was a way for an IRA owner to take all or part of his or her required minimum distribution (RMD) as a distribution payable to a qualifying charity.

If you recently converted a traditional IRA to a Roth IRA, you can recharacterize by October 15 of the year following the conversion. A recharacterization means reversing your Roth IRA conversion as if it never happened. When you convert a traditional IRA to a Roth IRA, you pay the income taxes based on the fair market value of the assets, your basis at the time of conversion.

I need to refresh my memory. IRA in the name of John Doe. Beneficiary is the John Doe Trust. Only...

I have a client who left her company and she is going to take a distribution from her ESOP plan....

[b]Background:[/b] An individual owns a non-marketable asset in their IRA. Between 14-16 years ago that individual sells their non-marketable asset...

I was given a gift (real estate) from my grandmother of over $4m about 7 years ago. My Grandmother died...

Can a self-employed person continue to add to his Sep-IRA after age 70 1/2?

2010 is coming up fast with its new Roth conversion rules. In 2010 anyone can do a Roth conversion. The income and marital restrictions are permanently removed. In addition, the government is going to give you a deal on paying the taxes due on any conversions you do in 2010.