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Two questions for Ed: 1. Are you going to be my area (Seattle, WA) for a workshop any time soon?...

“Long awaited. Comprehensive. Complex. These are just some of the words being used to describe new final IRS regulations that...

We have several clients that currently work for a local Kraft plant. They are nearing retirement and we have discussed...

I have a rollover IRA with majority after tax contributions and some pre tax conributions (match and earnings) that want...

We have several clients that currently work for a local Kraft plant. They are nearing retirement and we have discussed...

Stocks were held in a trust account and transferred to the owner’s three children after owner’s death. Normally when stock...

I inherited (as a direct beneficiary) 100% of a non-qualified tax deferred annuity (say $10k for sake of discussion) more...

I have a SEP-IRA, two conduit/rollover IRAs from prior employer plans, one traditional non-deductible contribution IRA, an old Roth IRA,...

We have been told that the IRS is going to rule that all qualified retirement plans will have to allow...

How is an IRA annuity (SPIA or VA) converted to Roth IRA and how is it handled upon annuitant death...