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Hello, I was told I had excessive contributions to my 401k and received checks back from fidelity investments in March...

A friend, whose husband died several years ago, inherited his IRA. The brokerage firm re-registered the IRA–ie, [u]FTB&B Cust for...

I just found out that as of 1/1/08 a 401k participant can take an in service withdrawal (plan permitting) and...

I have two inherited IRAs that contain non-deductible contributions. The first was from my father and I’ve used Form 8606...

I would like to ask a question re: a client with after tax money and pretax money in a qualified...

I know that annuity payouts in general are treated partly as a return of “basis”, and the remainder as taxable...

A client will have used all of his gift tax exclusion by the time of his death. His wife is...

At what age can an active employee do a rollover of his existing 401K money. Can he continue to be...

At year-end, my admin asst erroneously initiated a transfer from client’s IRA to their Living Trust Money Market. The error...

Considering using NUA for a client that holds company stock in his 401(k). 1. The client is under 59 1/2...