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Several clients have been approached about the following transaction. The client purchases a single life SPIA using IRA funds. The...

I am 55 now. I will seperate from service November 1 and want to take a large lump sum distribution...

Does the elimination of the Roth conversion $100,000 MAGI income limit apply only for 2010 or, as stated various publications,...

I would appreciate your opinion on the following case that I have recently come across. A new client, who is...

In Ed’s “time Bomb” book (page 8) he states that “paying a gift tax will cost less than paying an...

I am currently taking systematic withdrawals from my IRA under the 72(t) exception. I need a short-term loan from this...

I have a prospect who is currently taking out $4,000/mo ($2,000 from one IRA and $2,000 from a second IRA)based...

Any help would be appreciated. Situation: Client is 55 years old and retiring from job of 30+ years to open...

Client turned 71 in July 08 (70.5 in Jan), still working with a 401(k) and an IRA. She does not...

Hi I have just joined this discussion group and have a question relative to a 401K. It has several “wrinkles”...