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My wife has just passed away- She is leaving her ira to the 4 children. my wife was age 63...

With after tax 401k contributions, can this amount be transferred into a taxable brokerage account?? What is the tax implication....

I am not seeing any detail in the 590 on this question: If someone does a conversion from a Traditional...

According to the AARP website, the IRS permits an IRA containing only 401K rollover funds, to then be rolled back...

I am dealing with a case where a potential client just completed a trustee to trustee transfer with another company...

Our recently deceased father had an IRA account which he had equally designated his two sons, A and B, as...

Client retiring and turning 70 1/2 in 2008. Has both 401k and traditional IRA. Can she transfer the 401k and...

I just found this site today after several days of surfing the subject. I’m retired, over the age of 59...

❓ ❓ I have a client that was recently advised by another firm to initiate a transfer of 401(k) plan...

I am 60 years old, and retired for 5 years. In 2005, I took a distribution of less than $2000...