Site search

1. Can I take a Lump Sum Distribution (LSD) (Total) from my Company 401k Retirement Plan after having taken several...

Have a client who made a 7,000 Roth contribution for 2019. After preparing his 2019 return, realized he would be...

Roth money for legacy only. I am 75 yrs old. I have existing Roth (over 5 years) in Jackson Annuity...

I have a client whose father passed away in 2019. His IRA and his Roth IRA named his Living Trust...

My wife and I each have a Roth which were opened more than 8 years ago. We are both over...

I’ve seen some conflicting information from experts on this question so it may be one of those where Treasury will...

A client walks in my door with a 401(k) account that’s currently titled “The Estate of Bob Loblaw”. She told...

If an ira is left to the estate of owner, does that take out the 10 year rule? Does this...

Sorry, I know this is an IRA forum, but a lot of folks here seem to knowledgable in the non-qualified...

My apologies, as I assume this has been addressed earlier, but I have not found the thread for it. Pre-SECURE,...