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A son inherits IRA from his mother. Are his options immediate taxable distribution, 5 year distribution, or stretch based on...

Client has after-tax 401k contributions and earnings. Can these funds be rolled into a traditional IRA?

I am an investment advisor, and I have a new client with joint income of $300k+/yr. He files taxes himself...

Individual died in December 2007 leaving approx. $2,500,000 IRA. He had taken his MRD for 2007 before passing away. Surviving...

When calculating for RMDs, do you count the total IRA balance as of 12/31 of the prior year, INCLUDING any...

Two weeks ago, we helped a client with his rollover 401(k) with appreciated ESOP. The company that processed the rollover...

If a client has a 401(k) balance which consists of after-tax contributions, as well as before-tax contributions and gains, traditionally...

What if the systematic withdrawal was set up prior to age 70 1/2? Do they count as RMD after the...

I have a client whose father passed away in 11/07. He turned 70.5 in 2007. He took out about $2000...

My brother recently passed away and had a small IRA for benefit of his adult child. He also died with...