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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,...

My father was Beneficiary of an IRA and created an Inherited 5-year IRA. My father passed away before he took...

I work on an occasional basis and earn anywhere from a few thousand dollars up to about $24,000 per year....

Are there any taxes benefits to changing a inherited IRA to a Roth IRA – periodically funds will be taken...

If someone is born 08/31/1946 and dies 06/05/2018, so a few months after turning 70 1/2. Does the RMD for...

Maximum allowed (too high of a MAGI) Roth contribution for 2017 of $2,075, but $3,450 was contributed. Excess contribution of...

Tom was single with no children – he died at age 68. He named his parents as beneficiaries of his...

Decedent’s revocable trust (the “Trust”) owns cash (proceeds from the sale of a home) and is the beneficiary of a...

Scenario used to withdraw qualified funds before age 59.5 without penalty. Current age is 57. Client was leaving current employer....