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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...

My client moved from FL to VA. In FL she made out a Living Trust, due to the probate tax...

Wife inherited a Thrift savings plan from the death of the husband, who passed away in 2007 and was 69...

My client’s father had a 401k plan in which he named only his wife as beneificiary. Default is estate. The...

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...