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Hello, I am a retired federal employee (civil service). I have a Thrift Savings Plan. I am receiving monthly post-seperation...

Hello. I have a client who was a widow in 2008, and she will file a Jt tax return. She...

Lost everything in our IRA accounts which were invested with Madoff. trying to get information regarding filing theft loss on...

Is there still the 5-year holding period for withdrawals if the conversion is made after age 59 1/2?

Age 59 Opening new Roth for 2008. Will not be 59.5 until 7/8/2009. Will he have to wait 5 years...

A client did an in-service withdraw in 2007. The pre-tax amount plus after-tax earnings were rolled over to an IRA....

According to PLR 200343030, an estate beneficiary was able to receive share of deceased father’s IRA that was left to...

I have a prospect who took $850,000 and rolled to an annuity two years ago from his former employers 401(k)...

In January, 2009, I did a 401k rollover to an IRA after separating from my employer. A very small portion...

I have a prospective client who married for the 2nd time. There are children from the husband’s prior marriage. They...