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Hey all, In my infinite wisdom, I suggested that my wife roll her CO-PERA pension (10-years worth) over to a...

The customer passes and the wife is the beneficiary of the IRA. She does not put it in her name....

When one does a bunch of QCDs from the traditional IRA to at least equal the RMD, can Roth Conversions...

Hello, I’m hoping that you can provide some clarity on what I believe to be true. The fact pattern is:...

A 76 year old passed away last year and left her $180,000 IRA to her three sons. We distributed her...

Have client who received a check from the State division of pensions and benefits. It was a after tax deferred...

A woman left behind an IRA (that she opened a year ago) with her spouse as primary beneficiary and her...

I have a self employed client that we run a solo 401k for. I’d like her to take advantage of...

My father had traditional IRA using E-trade. He designated beneficiary as me and we set up together when we filed...

I have a client that is 59 ½ (almost 60). He is planning to purchase gold/silver in his IRA. He...