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Surviving spouse, age 57, has a 401k from deceased husband whom died in 2006. Can that spouse rollover those dollars...

Afternoon: Below please find the scenario, any thoughts that you would share would highly appreciated. Scenario: One has made contribution...

Need confirmation on tax issue for a new client. Basic facts: Client’s aunt retired and left her retirement plan balance...

I read in Mr. Slott’s book that new tax laws in 2008 will allow for distributing after-tax money held in...

I have a situation with a new client. Dad passed away June 2000. He was under age 70. Son inherited...

A recent disurbing result in PLR 200742026 seems to be contrary to earlier PLRs regarding a court-ordered beneficiary reformation. Daughter...

I have a client who is over age 701/2 and has an IRA in the amount of 1.8 million. In...

I have a potential client that is the custodian/bene on two decedent IRA’s, both are being distributed from. Can you...

Client seperated from employer, has after-tax contributions in the 401k. Can we transfer these into a Roth IRA? Any contribution...

The after tax amount in a 401k – can be rolled over to a Roth, separately in 2008 – question...