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I have a prospect who is currently taking out $4,000/mo ($2,000 from one IRA and $2,000 from a second IRA)based...

Any help would be appreciated. Situation: Client is 55 years old and retiring from job of 30+ years to open...

Client turned 71 in July 08 (70.5 in Jan), still working with a 401(k) and an IRA. She does not...

Hi I have just joined this discussion group and have a question relative to a 401K. It has several “wrinkles”...

Joanne is retiring, is taking her employer provided pension (not a 401K) in a lump sum, and is rolling it...

When you do the conversion do you split the gains from the cost basis and rollver the cost basis?

If an advisor has stolen $250,000 from my ira acct can I do anything to make up these past contributions...

I am working with a client who works at a hospital. He has a defined benefit pension plan. In addition,...

Employee is retiring, he is 57, the plan is a 401k. He should be able to do NUA without tax...

If husband dies after RMDs started and wife is 100% beneficiary and no contingent beneficiaries are listed, if wife disclaims...