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

Just a clarification – For anyone who’s first year of RMD’s lands here in 2009, does that simply mean that...

This article came to my attention today http://online.wsj.com/article/SB124148012581385199.html Does anyone know the consequences of telling a participant they cannot move...

The number one problem I see when a trust is named as an IRA beneficiary is that at some point, either during the account owner's lifetime or when the trust inherits the IRA, the IRA gets transferred into the trust. An IRA is an Individual Retirement Arrangement and it must be owned by an individual. The transfer into the trust is a taxable event and cannot be undone, but it can be avoided.

Ever wonder if the fees you pay your bank, broker, or insurance company for your IRA could be income tax deductible? Under certain circumstances, you can deduct an IRA trustee's administrative fees that are billed separately (and paid by you) in connection with your IRA.

You have made after-tax contributions to your IRA or you have rolled over after-tax funds from your 401(k) or other employer plan to your IRA. How do you and the IRS know what is taxable when you take a distribution?

We have SEP IRA employer that thinks they can contribute even after employees are 701/2 years of age. is that...

2 questions: Example: Under 100k agi. 30k after tax, 70k pre-tax. Plan sponsor will write 2 separate checks. Can the...

I was wondering if anyone had a good resource for a prepackaged powerpoint presentation that I could purchase. I do...

I have a client (birthdate = 11/28/49) who rolled her Thrift Savings Plan Assets into an IRA in 2007. They...