Site search

Mary, age 65, passes away in December of 2021 leaving her Traditional IRA to her 60 year old sister Suzy....

My mother passed in summer 2021 and she had both a Trad IRA and a Roth IRA. At the time,...

I have a friend who purchased a home in 2020 with his401k solo money. This year he transferred it from...

Dear Alan et al, I have a client who inherited a 401k from her father earlier this year. The money...

A never-married 85 year old friend left a % of his IRA to my married 85 year old uncle. The...

My fact pattern: New client disabled niece beneficiary, age 22 when inherited in 2013. Uncle DOD 11-23-2013, at age 55....

During the early 1980’s there was a tax act called ERTA that allowed me to contribute $2000 of after tax...

Client has 1,000 shares of ABC stock in 401k, 500 shares have basis of $50 and the other 500 shares...

Hi – long-time reader, first time posting. My company has a traditional 401k and allows us to put in up...

IRA owner died in November,2016 at the age of 72. He was a widower and died without having completed his...