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Is it possible to take a theft loss on IRAS that disappeared from Madoff? My initial reaction was no but...

Here is a question for which I can’t find an answer. I am age 63 and have never had an...

I am 60 years old, and have been retired for 5 years. Last year I rolled my 401k over to...

I have an IRA with $140k in pretax dollars and $40k in after tax dollars. Thinking about doing a partial...

Got a client who’s 70 1/2 birthday was after July 1st 08′ – He elected at that time to defer...

What will happen to an ira after death, if the account holder listed specifically on the beneficiary designation form “as...

How soon can I expect a letter from the IRS if one of my TIRA – Roth conversions failed? Shortly...

We requested three checks to satisfy 2008 RMD’s from my client’s IRA – including two payable directly to churches (qualified...

there is a client/employer that has a few employees and currently has a profit sharing plan. he did not like...

An IRA account held by Bank A as trustee was transferred to Bank B who became trustee of the account....