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If someone wants to leave their IRA to a minor grandchild who is only 2 years old and stretch it...

My client over contributed to her Roth IRA for 2007. Her accountant discovered it when doing her taxes. They went...

I converted a T IRA to a Roth in 2006 and realized that I was over the income limit, so...

I know this is an easy one, but can you contribute to a Roth after age 70 1/2?

Several clients have been approached about the following transaction. The client purchases a single life SPIA using IRA funds. The...

I am 55 now. I will seperate from service November 1 and want to take a large lump sum distribution...

Does the elimination of the Roth conversion $100,000 MAGI income limit apply only for 2010 or, as stated various publications,...

I would appreciate your opinion on the following case that I have recently come across. A new client, who is...

In Ed’s “time Bomb” book (page 8) he states that “paying a gift tax will cost less than paying an...

I am currently taking systematic withdrawals from my IRA under the 72(t) exception. I need a short-term loan from this...