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I am an 82-year-old, the beneficiary of my IRAs (between $1 million and $5 million) is an IRA trust that...

If TIRA distributes $500,000 of real estate in kind can the taxpayer use $500,000 of cash to make a 60...

I am concidering annual gifting(direct transfer in kind) of our Roths to the kids, grandkids. What is the requirements of...

I’m 59 and considering a direct rollover of part of the taxable portion of my 401(k) subaccounts this year to...

I am a 84-year-old widower with a large IRA. Assuming a reasonable growth it is possible that my estate will...

Client passed away, without taking his RMD before death, and left a revocable trust as the beneficiary of an 80k...

I’m transferring a 401(k) into traditional and Roth IRAs. Traditional 401(k) to traditional IRA and Roth 401(k) to Roth IRA...

I was able to transfer the pre-tax amount in my TIRA to my employers 401k which allows such transfers, thereby...

Just wondering if, in New York, IRAs and Roth IRAs could be included in a lawsuit. For example, if someone...

Hello – I have read Ed’s articles in Investment News and Morningstar regarding the mega qualified charitable distribution. Among other...