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DMx, thank you. I apologize for having to post the same question again as i did some minutes ago in...

Great work you all do. Been a reader of Ed for a long time. How would this scenario work? New client of mine's husband passed away in 2019 and he had not taken his RMD. The plan was to transfer the account to my firm and take the RMD when it got to my firm as there was plenty of time. However, the insurance company kept rejecting the transfer paperwork (as they did not tell the client everything they needed to submit).

An employee makes an annual contribution to his nondeductible TIRA at Vanguard which he then Roth converts except for a...

Deceased client IRA went into a trust checking account after death. 4 kid bene’s of Trust want to stretch out...

If a person has already done a direct trustee-to-trustee transfer out of their pension (401a) to a Traditional Rollover IRA...

If a person has already done a direct trustee-to-trustee transfer out of their pension (401a) to a Traditional Rollover IRA...

An attorney I work with has a client with the following scenario and asked me for any guidance I could...

Good afternoon, I recently read your article on the IRA creditor protection. https://irahelp.com/slottreport/how-safe-creditors-your-401k-money-if-you-roll-it-ira I have a slightly different problem and...

Individual left his corporate job in 2013 and had a 401(k) for about $800,000 transferred out of that account with...

Question: Our estate planning attorney prepared trust documents a few years ago and he advised us to name the trust as a beneficiary. This was done after discussion with him regarding a situation in case our son(s) divorce their wives. The trust is prepared so that our sons are designated beneficiaries. I've been reading your Slott Report article that advises against naming a trust as IRA beneficiary. Please let me know how to make sure half of the inherited IRA funds don't go to our son's divorced spouse. Thanks in advance.