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I was wondering if anyone had a good resource for a prepackaged powerpoint presentation that I could purchase. I do...

I have a client (birthdate = 11/28/49) who rolled her Thrift Savings Plan Assets into an IRA in 2007. They...

I understand all of the pros/cons of having clients convert in 2010, but what do the laws do in 2011...

What does this pertain to: [b] A.R.S. 33-404[/b] Disclosure of beneficiary; recording; failure to disclose: A. Notwithstanding section 33-411, subsection...

In 2008, my client’s father passed away after the RBD for withdrawals from his Marathon Cash Balance Pension Plan. His...

I’m working with a female age 62 who plans to retire in June. She has approximately $200,000 in a 401k...

I have a client who is being shown a variable annuity for his IRA that has a guaranteed 7% return...

I have a client who is being shown a variable annuity for his IRA that has a guaranteed 7% return...

Situation Dad’s will divides estate among 4 sons. Dad listed only one son (who is the estate’s executor) as beneficiary...

Hi, 62 year old passed away with 401(k) at Fidelity. While employed, decedent named his 4 children, equally, as the...