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Mr. Carpenter and Mr. Slott somehow agree that – now is the time to turn your taxable IRA (TIRA) into...

Husband and wife each have traditional IRA accounts with the same fund company. Each took premature distributions in late 2007....

I remember once hearing that penalty free distribtuions from an IRA account can be taken during the calendar year one...

What is the best way to handle a Madoff loss for tax purposes? Can you deduct it as a theft...

Must one have held a Roth at least 5 years to be eligible for a qualified distribution to purchase a...

I have a client with about $750,000 in his 401(k) where about $250,000 is after tax dollars and the rest...

I have two members. Lisa made $140k. Rachel made $80k. Can either contribute to a Roth IRA or traditional and...

Hello, I’m really frustrated in having to bother the board with this question, after spending mucho time going thru Pub...

I sent in a question does a non spousal Ira beneficiary such as a child have to make a RMD...

Aunt died [age 66] and left three separate IRA accounts to a niece. Niece [age 55] wants to stretch the...