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We requested three checks to satisfy 2008 RMD’s from my client’s IRA – including two payable directly to churches (qualified...

there is a client/employer that has a few employees and currently has a profit sharing plan. he did not like...

An IRA account held by Bank A as trustee was transferred to Bank B who became trustee of the account....

I have a client that inherited an IRA from her husband who had already begun taking his RMD’s. She is...

A Self-Employed client currently has a Solo Participant 401(k) plan that holds cash and about $25,000 of XYZ Company stock....

We have a client who is rolling over his 401(k) to us. He will be receiving two checks from his...

Can an IRA owner take their loss, when there is a loss, as a tax deudction after the IRA has...

Hello: I know that an IRA has to have designated beneficiaries (or a qualified trust) named in order to use...

Roth beneficiary (52) wants to take distributions out over 5 -6 years to gift to niece and nephew to pay...

I’ve been trying to find the answers to these questions, and I get a lot of conflicting advice. I would...