Site search

My self-employed client has still yet to file his 2007 taxes and is interested in opening and funding a SEP...

A client separated from service and had a retirement plan with his former employer with only after tax contributions and...

Re: Distribution of my IRA to the beneficiaries after my death. Premise: My son is one of several primary beneficiaries...

Straight from publication 590 Page 37. “Beneficiary not an individual” “Death on or before RBD: The entire account must be...

Good morning…I was hoping to get some guidance in regards to: If a qualified plan contains after-tax dollars, how could/should...

Decedent died in 2008 at age 80 with a $100,000 Roth IRA opened over 5 years ago. He has no...

We have a client who passed away in ’07, unmarried and without a beneficiary designation. The custodial agreement the IRA...

Hello… I have a question regarding when to start counting the five year waiting period for my ROTH IRA accounts...

1. When the owner of a SEP IRA takes his RMD’s for it and for his traditional IRA, can he...

I need help. Scenario: client dies at age 75, his beneficiary is his wife who is 55 yrs old. He...