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84 y/o died in 2008 prior to taking RMD. Two situations: IRA left directly to 4 children as beneficiaries, what...

Here is what happened to me in April of this year. I lost my job in April ’08 and elected...

I have a client who rolled over a company plan years ago. At that time she had pre tax AND...

My wife was left an IRA when her father passed away 9 years ago. He had an IRA, which he...

Can my after-tax contributions in my employer’s retirement plan be converted to a ROTH IRA tax free?

I have a client who made about $200,000 for the tax year 2008 and maxed out (with the catch up)...

Hello! If a client makes an excess contribution to an IRA but does [b]not[/b] remove it by their tax filing...

My clients mother died last Nov. She had a IRA that had the trust as beneficiary. We sent Metlife a...

I am presently making monthly withdrawals from my previous employers 401k – Retired in Sept 2006 over age 55 when...

While I do not offer fixed indexed annuities, I was posed this question: Many people who bought fixed-index annuities put...