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Taking balance within 5 years. A beneficiary who is an individual may be required to take the entire account by...

Is a Roth conversion in 2009 or 2010 subject to the normal AMT rules? (We know in 2010 the income...

80 year old Arizona client has a rental property in AZ, wants to buy a few properties and rent them...

My plan allows 401k in-service disributions. Fidelity handles the account. A Fidelity CFP and a Fidelity institutional representative told me...

IRAs are not savings accounts. The IRA account comes with some very strict rules on moving the funds from one account to another. If you do not follow the rules, you can lose the tax deferred status of the IRA funds and have to pay income tax on them.There are two ways to move IRA or Roth IRA funds.

John converts his $50,000 TIRA to a Roth IRA and pays the federal income taxes when he is 30 years...

I recently tried to take an in service distribution from my 401K of my after tax contributions and have them...

I have a client who is beneficiary of an estate via a trust. The deceased had a $1.3 million IRA...

A client is going through a nasty divorce where the spouse demands cash settlement. Her IRA is the only place...

I have a client whose prior husband’s 401-k was finally partitioned (through a 2001 divorce) and she has $33,000 available...