Site search

In looking through the instructions for the form 8606, on p.3, #2 (under recharacterizations), the instructions say that if one...

I have a 401k in which almost 90% of my contributions are from after tax dollars. Due to Job loss...

72(t) distributions. 1. Can a 72(t) distribution be increased after the age of 59 ½. We know that you have...

Is it possible to take a theft loss on IRAS that disappeared from Madoff? My initial reaction was no but...

Here is a question for which I can’t find an answer. I am age 63 and have never had an...

I am 60 years old, and have been retired for 5 years. Last year I rolled my 401k over to...

I have an IRA with $140k in pretax dollars and $40k in after tax dollars. Thinking about doing a partial...

Got a client who’s 70 1/2 birthday was after July 1st 08′ – He elected at that time to defer...

What will happen to an ira after death, if the account holder listed specifically on the beneficiary designation form “as...

How soon can I expect a letter from the IRS if one of my TIRA – Roth conversions failed? Shortly...