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Hello, If the SECURE Act as is currently worded is passed into law in 2019, I am wondering how it...

Husband and wife have Revocable Living Trust. Wife dies. Husband has no beneficiary listed on his one million dollar IRA...

Trust was named as IRA beneficiary (on beneficiary paperwork) IRA owner subsequently dies After owners passing its determined the attorney...

Good Afternoon, I have a client who exercised an employee stock option resulting in a net acquisition of 161 shares...

Can a beneficiary of a Single Premium Qualified Immediate Annuity roll over a lump sum death benefit to another IRA?...

1) I am 70.5 as of Jan. 4, 2019. IF the Secure Act passes effective Dec. 31, 2019, will I...

Why are most folks posting on this site seeming to “roll over” and accept that passage of the RESA as...

Hi all, My grandmother passed away last year and left a 401k with no designated beneficiary. The 401k manager required...

Are there any hidden penalties if over 59 1/2 if performing a direct roll over ‘trustee to trustee’ transfer of...

Will a Keogh automatically terminate after it is rolled over in a trustee-to-trustee transfer to a Traditional IRA or does...