Site search

I have a situation where a client is able to rollover part of a pension that was part of Georgia...

My mother passed away in December 2007 and left a smallish traditional IRA balance in a CD at a local...

Good afternoon, My dad will be turning 70.5 in 2009 and will begin RMD. Can he take a portion of...

Here’s the situation. I have a client who is 74 years old. He does not the income from the RMDs...

My late father had $150k in a Vanguard Traditional IRA at the time of his death early this year. He...

I have a situation where a client is able to rollover part of a pension that was part of Georgia...

Deceased owner had non-designated bene (Probate Estate) on IRA that is now titled in the name of deceased owner’s estate...

If a client’s AGI is above the $100,000 limit and is not eligible to roll his after tax 401(k) funds...

Hello all, I am looking between the pub 590, the form and instructions for the 5329 and the US Master’s...

IRA WITH TRUST AS BENEFICIARY TAX CONSEQUENCES. HOW IS YEARLY INCOME FROM INVESTMENTS IN IRA HELD BY TRUST TREATED FOR...