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In 2008 a client directly transferred 4 CD IRA accounts into an IRA at another custodian. Recently the client discovered...

Hi – My client’s sister died 5 and a half years ago, in May, 2003 and my client received sister’s...

This afternoon in St. Paul MN Ed breifly mentioned that one could convert a 457 plan into a Roth IRA...

In today’s WSJ page B2 , Kelley Greene.s column the question was about Qualified Charitable Distributions. Ed Slott was asked...

Age 52 client wants to roll his large IRA to his newly established Solo-K with his business. He is retiring...

I have a client who left a bank and had a non-qual def comp plan there. He is still working...

I hope someone can answer this. In Ed’s seminars he always brings up the irs position that “you cant open...

A client of mine (we’ll call her Sally Smith) is planning to rollover her deceased father’s (James Smith) Government Thrift...

After years of working for wirehouses, my team is ready to pack up and make the jump to the independent...

Client has TSA with $140,000. He is 58 1/2 and retired. we are going to rollover $112,000 and leave $28,000...