Forum
A client is 54 years old, has left her job and wants to start new business using rollover IRA funds...
Read more
Forum
My client has a 401k of approx. $560,000, $30,000 of which is aafter-tax contributions and is ready to take his...
Read more
Forum
I have a BIG Roth IRA problem. I have been contributing the maximum amount to a Roth on an after...
Read more
Forum
I am advising a client to convert a small traditional (rollover) IRA to a Roth IRA, paying the taxes on...
Read more
Forum
Lady (over 70 1/2) dies in 2008 with the estate as beneficiary of her IRA (invested in an annuity) There...
Read more
Forum
When an employer terminates a qualified plan (401-k) and participant takes the distribution as an IRA rollover and subsequently rolls...
Read more
Forum
If someone wants to leave their IRA to a minor grandchild who is only 2 years old and stretch it...
Read more
Forum
My client over contributed to her Roth IRA for 2007. Her accountant discovered it when doing her taxes. They went...
Read more
Forum
I converted a T IRA to a Roth in 2006 and realized that I was over the income limit, so...
Read more
Forum
I know this is an easy one, but can you contribute to a Roth after age 70 1/2?
Read more