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Owner A passed away on 06-08-2018  Owner A was born on 10-10-1967    Owner A’s IRAs were Inherited by:  Beneficiary...

Owner A passed away on 07-05-2023  Owner A was born on 06-30-1953    Owner A’s brother, Beneficiary B, was primary...

By Ian Berger, JDIRA Analyst One of the more controversial rules in the 2022 SECURE 2.0 Act is the requirement...

Hi all, I understand that under the Secure Act 2.0 that someone age 70.5 and older may make a once-in-a-lifetime...

I have a beneficiary of a conduit trust that is turning 30 y/o and is now owed 1/3 of the...

We are two weeks into 2025. Have you been following through on your New Year’s resolutions? As our readers already know, for...

Hello , I have a scenario where IRA owner passed in 2001 and the spouse inherited it and then passed...

Can you take your RMD and put it in your Roth (if you don’t need the money right now).  OR...

We have a client who inherited an IRA from their dad. The dad’s birthdate was in October of 1949 and...

Hello, I am 79 years of age and my spouse is one year younger. My spouse is listed as sole...