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Can someone who is 78 do a direct transfer of an IRA before the RMD has been taken for that...

After having a licensed assistant leave, I have found that an account that they had worked on the transfer process...

[color=white].[/color] I have recently considered changing my traditional IRA (that has only about 12 mutual/bond fund options) to a brokerage...

[color=white].[/color] From my understanding (after reading Ed Slott’s book in Chapter 6), the way to stretch my IRA, is simple:...

I am looking seriously at having my own RIA firm (I am currently an IAR using an RIA and have...

I have a client age 55 (will turn 56 1/12/2008) that will take early retirement from his job. His last...

The case involves a non-spouse who’s deceased partner has left a inherited IRA account. If he completes the transaction in...

Does 401(k) rollover monies lose that designation, when rolled into an IRA, for the penalty exception ” separating from service...

I am trying to understand the operational side of this strategy upon the father’s death. This is my understanding; upon...

We can all agree that the IRS caused major problems by originally making the Non-Spouse Rollover provision of the PPA...