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An 80-year old client intended to make a QCD of $100,000 to fulfill his required distribution of approximately $98,000. He...

Is there a way to turn a traditional IRA into a “stretch” style IRA after the owner’s death when the...

Husband age 83 dies in 2006 after satisfying his RMD for that year. Spouse beneficiary age 83 as of Dec...

My Dad is interested in rolling over Traditional IRA to a Roth. he will be 80 next february (Lots of...

A gentleman – based on faulty advice – rolled the after tax dollars from his 401k to a regular IRA...

I have a 69 yr old client who is being required by the 401(k) plan administrator to take a complete...

Please let me know if an individual who continues to work in their self-employed business (schedule C) can still make...

A client of mine who turned 70 1/2 this year rolled over his 401(k) to an IRA. The plan distributed...

Can a cash balance pension plan be rolled over to an IRA, specifically a SEP-IRA? If so, can contributions continue...

Hello, I’ll be in a low tax bracket this year and thinking to take advantage of it by doing a...