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I have a client which is an undocumented immigrant and has a $1,500,000 Term Life Insurance policy. At his death...

On NON-IRA assets if an investor incurs a surrender penalty and an IRS 10% early with drawal penalty when surrendering...

Does the IRS need to re-certify this provision in the tax law each year?

I have two clients that were married for 40 years. One was a 73 year old male us citizen and...

I turned 70 1/2 this year so will need to do an RMD this year (or by April 2019) ....

We recently completed a NUA transaction (March 2018) for a client and she is contemplating returning to work for the...

Taxpayer has had an inherited IRA for some time and has made the required RMD’s year after year until 2017....

I understand an Roth IRA must be in place for 5 years before one can access the money without penalty,...

Trust Question: Mom died. Left a generation-skipping trust for her adult son and daughter. Assets include $1 million of stocks...

if a person dies after turning 70, but not before 70.5, is his estate required to take an RMD.? also,...