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In Nov 2004 I converted an IRA to a Roth IRA. The dollar amount is about $4,000. I later discovered...

I am working with a client who’s dob is 12/14/48. He is retiring from his employer (Chevron Corp.) on 1/24/08....

This is a somewhat complex situation. A couple years ago (mid 2005) my father passed away and left his profit...

My Dad passed away in ’06 at 80 years old. He was not married. He left my brother and I...

Hi all, I’m new here, glad to be part of the group. I have a question about the ability or...

Some former Federal Employees now work for a Company that is allowed to invest in 403(b) contracts. Many have done...

Are Penalties and Interest added to the Additional Tax calculated on line 25 of form 5329? I hope this request...

Dear Ed, If possible, please help or point me in the right direction. While working, I invested in the TSA...

Just found out about the 12 month rule after the fact and need help. My IRA was in a CD...

[b]Do I qualify for NUA treatment from my 401k?[/b] Here is the situation: My client retired in 2003 at age...