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Would appreciate help in confirming number of shares that must be sold to eliminate total NUA of $206,851, if current...

I’m reading a text for a CHFC class and it says that if a husband dies after rbd and in...

After January of 2011, when Fixed Index Annuities are considered securities, will withdrawals be taxed at the capital gains tax...

Hi, I recently separated from my previous employer and I hold a small amount ($2,500) in a Roth 401(k) through...

What happens if my client should die within the 5 year window after doing the Roth Conversion from his traditional...

I understand that for those of us over 70 1/2, amounts gifted directly from a traditional IRA to a qualified...

If a participant takes out a 50,000 loan from qrp he will get the loan tax free. He will pay...

A son inherits his Mother’s IRA in 2003. IRA is titled inherited. His mother was only 62 when passed away...

I have after tax savings in my 401K and can make in service withdrawals of these fund. I make too...

Trying to get out of 5 year old annuity, with 10 years of surrender left. Can I annuitize for 5...