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I have a 401K with $1,000,000. I have $18,000 in pre 1987 after tax contributions and $27,000 in Post 1986...

I have a client with after-tax contributions in his 401k. He is turning 70 1/2 and is going to be...

Thanks in advance for any help you can give me. I have a married client that has $15,000 in Pre-1987...

I understand there is a 5yr holding period after you convert a tira to a roth ira(and pay tax) to...

Tax Facts on Insurance & Employee Benefits Q. 439 on p. 531 replies to the question on taxation of employer...

is it possible or leagel to open an IRA in someones name after they died and list yourself as the...

Good afternoon, you have replied to most of these questions and seem to be on top of it… I have...

after 591/2 what are the rules governing the use the funds? if you have a information sheet on this please...

Hope someone can help me. In January 05 my brother (age 43) passed away,I along with my sister where his...

if a person has a roth ira and 401k or a roth feature on a 401k, what is the optimal...