Forum
Just making sure: can you fund roth after 70 1/2 if you are still working with earned income? doug
Read more
Forum
My father in law has created a GST, however, the problem is that my wife does not have any children...
Read more
Forum
I know you cannot fund an IRA after 70 1/2. a. however, can you continue to fund a 401k &...
Read more
Forum
We have a client who left their employer and rolled over their 401(k) assets into an IRA. The total rolled...
Read more
Forum
A client is 54 years old, has left her job and wants to start new business using rollover IRA funds...
Read more
Forum
My client has a 401k of approx. $560,000, $30,000 of which is aafter-tax contributions and is ready to take his...
Read more
Forum
I have a BIG Roth IRA problem. I have been contributing the maximum amount to a Roth on an after...
Read more
Forum
I am advising a client to convert a small traditional (rollover) IRA to a Roth IRA, paying the taxes on...
Read more
Forum
Lady (over 70 1/2) dies in 2008 with the estate as beneficiary of her IRA (invested in an annuity) There...
Read more
Forum
When an employer terminates a qualified plan (401-k) and participant takes the distribution as an IRA rollover and subsequently rolls...
Read more