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Does someone over the age of 59 1/2 or 70 1/2 have to wait 5 years after converting to a...

I jumped the gun a bit early based on bad advice. My PNC Bank rep. told me I can rollover...

Has anyone encountered any of these potential problems due to the historical selloff and huge Monday gain on the verge...

We initiated a rollover from a clients 401k to an IRA. The custodian of the 401k makes the checks payable...

Client dies at age 73 in 2008. Worked until death, therefore no RMD has been taken. Does RMD have to...

I was laid off back in April and prior to being laid off I, participated in my firm’s 401k plan....

An IRA owner in RMD status who is using the IRS tables to calculate her RMD may roll her IRA...

In today’s Webcast, Ed mentioned the often-heard “Convert to Roth Now” since both Taxes and Market Values are low. Good...

Hope someone can help- I live in a small town and have been to the 4 CPA’s and financial advisors...

My MFS mutual fund family will not let me do a TIRA to RIRA rollover without the name of my...