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Client had after tax 401k money in 1993. It was then rolled over into a traditional IRA in 1993. My...

401k participant, 73, died Oct 2021 Wasn’t taking RMD (non 5% owner’ using “still; working exception rule) Surviving spouse, 63,...

Can you tell me if someone chooses to directly receive the dividends from a company Roth 401K ESOP ( Employee...

#1: Person died in 2021 leaving workplace death benefit to be paid out to 3 beneficiaries 34/33/33%. Beneficiary #1 34%...

Husband passed away 2022 age 59 Wife age 55 as beneficiary Verifying the wife can Rollover the beneficiary 401k account...

My 85 year old client received her 2022 RMD as scheduled last month. Federal taxes of 20% were withheld. Subsequently...

Here are the facts: IRA owner died in 2007 after his RBD. The beneficiary of the IRA was not an...

5 years ago I purchased what I thought was an unqualified annuity and funded it with $100,000 from my checking...

Hello, A client requested funds from her IRA to be sent back to a the state retirement system after retiring...