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In 2024, A inherited 2 IRAs as a successor beneficiary. The first one was from an owner  P who died...

I use and Understand Qualified Charitable Distributions from my TIRA, which I’ve used each year after I was 70 1/2...

Hello, if my mom inherits an IRA from her sister and then passes away without designating a beneficiary, can: this...

Client has two accounts at TIAA through two universities with pre-tax and after-tax contributions.  The owner died before turning on...

My dad passed away in December 2024 at age 80. He had a traditional IRA that did not have named...

If a 401(k) owner names a EDB and NEDB as 50/50 beneficiaries and the 401(k) account isn’t split after death...

Hello: I have a client (age 55) who inherited a 401K from her Mother, who died in 2024 her 90s....

Client died after RBD, left IRA to son.  Son established new Inherited IRA and added beneficiaries on account.  Son is...

Our client who is 57 inherited her boyfriend, Cletus 401k (Pre-tax and after-tax funds). Cletus was 52 at time of...

Several months ago I posted the following question and received the following answer (see original question and original answer below). ...