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I thought the IRA to Roth Conversion where the $100k income limit was waived was for the year 2010 only....

If an individual chooses to delay his/her first RMD until after the year in which he/she turns 70 1/2 (i.e....

How do you preserve the ability to stretch when the client also wants to name charities? I have a client...

I have a situation in which a deceased individual listed her Revocable Trust as the primary beneficiary of her SEP...

Father died in 1996 after he began taking MRD’s for his IRA. The primary beneficiary was a credit shelter trust...

I have a client age 73 who is/was an active participant in his employers 401k. He is not an owner...

client has 97% stock in his 401k, left his previous employer 5 years ago. he is now age 50. he...

Client retires on 12.31.07 at age 74, with a 401(k). All the books (Ed’s, Natalie’s) tell us that the RBD...

Client has $2m + in his QRP, and is already past 70.5, retiring on December 31, 2007. He wants to...

I have sort of a dilemna.. My mom passed away in December 2006. She was born in July 1936. Two...