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I read an article this morning that was about an Advisor who recommended to a high net worth client who...

I am currently a c-corp 50% shareholder that has been sued by the other 50% shareholder to dissolve the corporation....

I have sought answers to my questions by reading IRS pub. 590B, which is unclear. Please provide answers to the...

I have worked through two years of 5329 forms with amended returns to pay the 6% excise tax on IRA...

How can a donor create a testamentary Charitable Gift Annuity from an IRA or 401K? Is the creation subject to...

When I call Jackson National I never get a straight answer. So here are the hypothetical scenario. 1 million original...

I have a client who has $2.2 million in his 401k. Of this, approximately $600,000 is held as highly-appreciated company...

Client and client’s spouse have Simple IRAs. First initial contribution was 11/13/17. They have subsequently left their employer where they...

I retired in 2001. At that time, my company offered me either an retirement annuity or a lump sum that...

I have a Client, Age-72, with a Traditional Inherited IRA who has taken it as her own. She is a...