Site search

I’ve read related forum topics and here is what I think I understand and what questions I have. Thanks for...

Client died 5 years ago. Trust was bene of her IRA, with specific names of people listed in the trust...

There seems to be some confusion on what happens when a trust inherits an IRA. My understanding is that if...

Good Morning, T-IRA account owner, > 70.5 dies in 2013 Primary beneficiary was his wife – who predeceased him He...

Ex-husband (age 42) died having never changed his beneficiary designation on his 401(k) plan. He never remarried. Ex-wife is primary...

A married couple ages 80 and 78 have named each other as primary beneficiary of their $2.5 million in their...