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Hello- I have a 49 year old person who I just took over as a client and he has $200k...

T-IRA owner died on 8/13/22 However his POA submitted a request for 2022 RMD the day before his death (8/12)...

Thanks in advance for your input….Unmarried Couple-Spouse Passed away in late 2020 at age 64 and left IRA to unmarried...

I have a client whose mother recently died with a small IRA account naming the father as primary beneficiary and...

T-IRA owner died in in 2010 naming his brother sole primary beneficiary Brother died in 2019 naming his estate as...

Here’s a common question: An employee retires in or after the year he turns 72 and wants to roll over his 401(k) funds to an IRA. Does an RMD have to be taken before the funds are rolled over?

I have been diligent in research, but i’ve come to the need of clarification on a few topics. History: I...

Dad died in 2016 after RBD. IRA was split between Ken and Leigh, adult children, who began lifetime RMDs. Ken...

QUESTION: I have a client where we did a 60-day rollover this past January. The proceeds were put back into the account in less than 60 days. The client has asked me to rollover the 403(b) plan he’s had sitting with his former employer. Is this a second rollover violating the once-per-year rollover rule?

Hello! Our client’s mother died 08/31/2017 at age 79. She left her IRA 100% to her spouse (client’s father), age...