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

Hi, I have a client situation for this year. My client, single, has an income of about 75k and we...

I had to recharacterize most of my 2007 Roth IRA contribution to my traditional IRA due to piercing the income...

I am over 55 but under 59.5 and left my job last year. Later in the year, I moved my...

Can the after-tax money in my 401k go into a Roth IRA when I rollover the 401k from my former...

Ex-husband (age 42) died having never changed his beneficiary designation on his 401(k) plan. He never remarried. Ex-wife is primary...

I know that beneficiaries of inherited IRAs are not required to take distributions in 2009. Can beneficiaries of inherited IRA...

Good afternoon. Fast question. IRA owner dies and names her daughter as sole beneficiary. Daughters want to disclaim the proceeds...

I want to get my 401k from my former employer into a Roth IRA before I hit 70.5 in 2011....

When using a trust as beneficiary of an IRA, can the trust be revocable as well as irrevocable? Is there...