Site search

Hi all, I’m new here, glad to be part of the group. I have a question about the ability or...

Some former Federal Employees now work for a Company that is allowed to invest in 403(b) contracts. Many have done...

Are Penalties and Interest added to the Additional Tax calculated on line 25 of form 5329? I hope this request...

Dear Ed, If possible, please help or point me in the right direction. While working, I invested in the TSA...

Just found out about the 12 month rule after the fact and need help. My IRA was in a CD...

[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...