Site search

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

Has the old forum been shut down for new posts? I haven’t seen any since last Friday nor can I...

I asked a question about this earlier on the previous forum, but I can’t seem to get back in to...

Decedent died after RBD with a 401k; he had been receiving MRD’s yearly. The beneficiary of his 401k is his...

My father-in-law, Ken, passed away 10-02-2001 his birth date was 03-18-1930 my wife Alice inherited her 1/3rd of the IRA...

Taxpayer (T) took a new job in another state in late April, 2006 with the plan of selling their old...

I know there are different ways to leverage an IRA within an LLC, for instance with a non-recourse loan. I...

Gang, I know this is not exactly an IRA issue, but I was looking for some advice. I have a...

We were on the phone today with a 401k plan adminstrator confirming the dollar amount of client’s 1st year RMD....