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So, I am confused by something my 401k company told me before I rolled over my after-tax $$ to a...

Client, age 60, started 72t distributions 3 years ago. If client dies before the end of the fifth year of...

I rolled $40K out of a larger Vanguard TIRA into a new Vanguard Roth IRA earlier in 2008. I now...

I have a client who was talked into moving their 401k from work into a variable annuity in order to...

My two siblings and I each inherited from our dad(81) one third of each of two different IRA accounts held...

The Company has established a Simple Plan this October. One of the owners of the business is already 70 1/2....

In 2008 a client directly transferred 4 CD IRA accounts into an IRA at another custodian. Recently the client discovered...

Hi – My client’s sister died 5 and a half years ago, in May, 2003 and my client received sister’s...

This afternoon in St. Paul MN Ed breifly mentioned that one could convert a 457 plan into a Roth IRA...

In today’s WSJ page B2 , Kelley Greene.s column the question was about Qualified Charitable Distributions. Ed Slott was asked...