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Client is 53, left company over one year ago, recently took money out of 401k plan (Crossmark) to roll into...

In reference to the Fidelity Research Institute Report titled Maximizing the Value of Company Stock at Retirement: http://www.fidelityresearchinstitute.com/pdf/nua_may2007.pdf This report...

A prospect had a 401k acct with before tax dollars and after tax dollars in the acct. In 2003 he...

If an IRA owner dies after his required beginning date and has not taken the RMD for the year of...

I know you are not permitted to roll over Required Minimum Distributions, but can someone who is 80 years old...

Can a sole proprietor contribute the maximum amount to their Roth IRA, also contribute to a SEP IRA, rollover some...

If a person is over 70 1/2 and is taking RMD…..dies….can the estate take the RMD that year or does...

What are the rules for a non-spouse beneficiary wanting to strech out dist after decedent has begun rmds and where...

I have heard that one can gift away up to the current 1 million, while living, and in the instance...

When a Roth IRA owner dies, and the traditional IRA distribution rules will apply. Assuming five years have lapsed since...