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As many of you know, the new regs for 403-b’s went into effect Jan. 1. Is it true that you...
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I have an old Ordinary Life Insurance Policy which has reached the point where dividends distributed to me are taxible....
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Now that we have the ability to rollover 401k money into a Roth, I am being challenged by the provider....
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can a beneficiary ira be stretched after she passes away by the new beneficiaries?
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With regards to a 401k, made up of pre tax and post tax contributions, if the plan allows for the...
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I have a 401K with pre- and after- tax contribution. Since I left the job, I am able to roll...
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My client’s father died on December 27, 2001. My client (the decedent’s son) was the sole designated beneficiary of the...
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I have sole proprietor income and have Roth and Sep contributions for 2008. I am trying to maximize my retirement...
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I have read there was a change to the 401 rules where after-tax money can be converted to a Roth...
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