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A new client is 60 yr’s old and works overseas-he has an old 401K with Exxon that I am looking...

Mother age 77 passed away in 2007 with a balance of $70k as of 12/31. Beneficiaries are 50-50 to son...

I went to a meeting and was surprised to hear some one say that there was a way for some...

Hello, I am taking RMD from an inherited IRA (profit sharing account that I rolled over to an IRA). In...

Can I convert a Simple IRA which last contribution was in February 2004, employee has left that employer, and wants...

With respect to the direct Roth rollover that just became available 1/1/08, may a client with aftertax contributions within a...

Hi, not sure if this is an unusual question but here is my dilemma. In a nutshell I recently left...

A tax client is a former Enron employee. She gave me a letter explaining that under PPA 2006 a former...

I initiated a payout of my 401(k) directing the administrator to pay after-tax contributions to me, to distributed Employer shares...

I recently retired from Federal Civil Service and want to transfer an IRA (non-Roth) into my federal Thrift Savings Plan...