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I have a divorced couple in which the ex-husband died in 2016. The beneficiary on the account still had the...

Client in mid-60s anticipates/plans that he will have general assets of $1 million and $1 million left in his IRA...

I have a client with a IRA that contains both After-Tax and Pre-Tax Contributions. Would it be okay/possible to transfer...

On 1/11/21, I tried to call Fidelity to transfer my Fidelity Rollover IRA to Money Market Funds, and could not...

I want to verify I have my NUA facts and taxation correct on the following example, it’s hard to find...

Traditional IRA owner and husband died December 2020 at age 86. IRA owner’s wife, age 84, will rollover the proceeds...

Does the 10 year rule still apply if a trust is named the beneficiary of an IRA after the required...

Late last year a women had been hospitalized with seizures during a time that her brother had pass away. She...

I was recently informed that a close friend listed me as a beneficiary to her TIRA account. However, I am...

It is early 2021 and two ingredients mix again: retirement money in motion, and required minimum distributions (RMDs). This may not appear to be a dangerous concoction, but when improperly combined, the results can be a bitter beverage. Required minimum distributions cannot be rolled over, period.