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I have a new client who is the non- spouse beneficiary of an IRA where the decedent died in 1995...

Over age 701/2 and still working. Can I make contribution to my SEP. Do I have to take RMD? If...

My wife is one of five siblings listed as primary beneficiaries on her Mother’s IRA. Her Mother died February, 2008,...

Client had 401K & check was issued to the insurance company as a direct rollover. Broker did not complete correct...

I have a client that is a non-spousal beneficiary for a non qualified deferred comp account. Prudential has given us...

I have a client with MAGI >$100k who I would like to recommend converting a portion of her Traditional IRA...

I have a client with approx. $3M in an IRA. Couple of questions, upon death if the bene if not...

Hello good folks Sorry for this being long but it is very important to us. 1. Fidelity has our current...

of Estate prior to death????? My common sense says this is no if it is a non-roth. My common sense...

Can I convert a 403b IRA to a Roth while I am fully retired, after age 71 1/2, and if...