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Kyle’s father passed and has left Kyle a qualified lump sum pension benefit. The pension plan does not offer a...

I was recently brought in to advise on an estate matter and do not know how this part of the...

When I retire in 2012, I’m planning to rollover over my 401(k) account to a traditional IRA then convert to...

SCENARIO: I left self-employment April 1 to go to work for a nonprofit. As a self-employed individual, I contributed pre-tax...

Some of this stock is very highly appreciated company stock and was in the 401(k). I segregated the mutual fund...

how is the RMD calculated? is the first one based off of the deceased IRA acct holder if he was...

I have a client with a 403b account with TIAA-CREF. He is retired and wants to insure that his beneficiary...

I know there is a pro-rata rule if the Roth conversion is part pre-tax and part after-tax dollars but would...

IRA owner dies Jan 2009 in his 50’s with beneficiary as his estate. He dies with no will ( intestate)...

We have never done any retirement planning at all. We are early 40s with no plan in place. We do...