Site search

A client has a large 401k account with low basis company stock that is eligible for NUA when he retires...

I have a guy in his 40’s who left LVLT and has a bunch of their stock in his 401k....

Here’s the scenario. Converted a portion of SEP-IRA to Roth in 12/06, fully intending to pay tax for 2006. Had...

I have a friend who is age 52 with 30 year service with his company ..about to retire. We have...

I was recently let go of from my job of 27 years. My 401(K) has about $650,000 in it, with...

I am working with someone who has told me that they have after tax monies inside their 401(k). He is...

Sorry if this has been addressed before. I’d like to get back my wife’s Roth 2007 $5,000 contribution I made...

Is it possible to contribute to a Roth IRA for small children with gifted funds from parents, etc.? Thanks.

I have a 22 year old who I am working with who; 1) his father died last summer at age...

I reached 701/2 in 2007 and must take RMD by 12/31/2007. My primary beneficiary is my spouse (age 62) and...