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IRA Trust is confirmed to be look-through trust. A/B Trust with Marital and Family components. Greater of income or RMDs...

Long story much shorter my mother in law retired in 2017. She was forced to take her first RMD due...

A question has come up in regards to a 1042 QRP from an ESOP. 1042 QRP looks to be a...

A testamentary trust for multiple children has a payout of 10% to charity when youngest child reaches 25. Estate is...

Form 5329 says do not sign or include address unless filling as a stand alone. I did not appreciate why...

I recently retired from my company at age 56 with a defined pension for life. I left my 401K within...

Husband dies January 2019. Has Beneficiary Designation Form for Traditional IRA naming wife as beneficiary. Does not name Successor Beneficiaries....

A client turned 70.5 and began making QCDs from his SEP IRA. Afterwards, he realized that he would like to...

Folks, Newbie to this forum and find it extremely helpful already. Hoping for a response to this scenario, which I...

I’m trying to understand the distinction between a QCD and any other direct gift from an IRA to a qualifying...