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I have an IRA owner that died in 2008. He had yet to fund his Roth IRA for 2007. His...

I have a client you is thinking about converting his ira to a roth, meets all the requirments. He wants...

Hello; I am glad to find this site, I had a situation we misinformed about SEP and Sole-401k, so we...

Just read PLR, since being on Spring Training sojurn for 5 weeks. This is good news, for those that get...

I’ve inherited an IRA from my father. I’m wanting to put it into a beneficiary IRA, so I can avoid...

A client called and explained they had been contributing to an IRA monthly for 2007. After having their taxes completed...

I have a client that became beneficiary of his deseased wife’s IRA but has not taken ownership. He can wait...

Previously I contributed money to a traditional IRA. My earliest contributions were tax deductible, but over time, my income grew...

A client has a variable annuity that allows the excess living benefit to be annuitized. After one year the client...

Client has 2 sons one responsible and one is a spendthrift. Client’s IRA and 401k currently worth about 600k and...