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I discovered that my mom has been contributing to a Roth since 1998. In 2004 she changed her filing status...

I have a client that is transferring his funds out of his 401(k) into a Rollover IRA with us. He...

I have a client (age 60) who took a distribution from and IRA of $20k. We had 10% withheld for...

What is the significance of the scrolling lines in the round icon to the left of the subject line? ❓...

I am a retired federal employee, age 72, drawing RMD’s from my TSP account. The TSP requires a $25/month RMD,...

Be wary of letting custodians do the calculation of the recharacterization amount. I had a client who made a $25,000...

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?