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I have a client that changed IRA companies during the 72t distribution period. The new company did not set this...

Common wisdom says that lowering taxes helps people financially because it puts more money in their pocket. This is true,...

Hi all I wrote in last year about a client who had stock from a prior employer in which some...

Say someone has $200,000 in an IRA with an after-tax cost basis of $20,000. The year is 2010. Tax Facts...

Client inherited Bank IRA CD from his father; mother is also deceased. There are four total siblings and the sole...

I have a prospect who has aprox 385k in his ira. Of which 59k is after tax money. How to...

Dad passed in November, 2007. He did some “interesting” things with his IRA accounts. Acct A was opened in 2006....

I have a client that we did a direct trustee to trustee transfer form one IRA institution to another in...

My client is about to retire. Although he is unable to take his pension in a lump as he would...

Client has separated from service and wants to rollover his 401(k) Plan balance to a traditional IRA. Apparently the Plan...