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This is off the topic of IRAs but I cannot find an authoritative answer and wonder if someone can help?...

Here is my situation: Currently age 58, DOB April 1954. I have about $600K in Pre-tax and $15K in after-tax...

I was 70 in Sept. of 2012 (Morton) My wife will be 70 in march of 2013 (Marilyn) We have...

Father passed away and left large sum to daughter who is 20. It was 560k a. inherited ira (is under...

Hi, Does anyone know if there is regulation of when and how a retirement plan provider must perform a requested...

I have read thru several posts on this topic, but I am confused about something: Everything I’ve read on the...

The recent discussion of ‘Trust as a IRA Beneficiary’ prompts me to expand the discussion to Life Insurance. I was...

If someone names their Revocable Living Trust as IRA Beneficiary (not preferred, I know) and it is the standard RLT...

Hello, I realize that the law now allows for in-service distributions (in this case a rollover distribution to an IRA)...

Have client who passed away (no husband) and left all to her sister. One of the investments was an annuity....