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A client directly rolled over a 401k into two IRA accounts earlier in 2008. One IRA account received only after...

IRA owner died in May at age 68. Sole bene who is wife, age 76, rolled IRA to her own...

Hello. I have a client who overcontributed to his Roth in 2006 by$361.22. This was not realized until after the...

I am a federal employee age 50, next month, and will be retiring with 24 years service, special category. Part...

My client has IRA and 401k money. We know about rmd’s on IRA’s. But, she is working full time and...

What happens in a situatuion such as this???? could someone give me a detailed answer???

If a plan participant rolls a 401k company plan over and creates an IRA if the custodian sends two (2)...

Ok, my mom died in June of this year. She was 73. She was taking out her rmd on a...

I realize we are just getting the analysis of the suspension of RMDs for 2009. However, I thought people might...

I hope someone here can answer the following question for me. My father passed away on December 5, 2008 at...