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Can the beneficiary of a 403(b) annuity convert the plan to an Inherited Traditional IRA in the year of death...

I have new client: husband and wife both in 90’s and poor health; may pass away in 2012 or 2013....

This question is from the beneficiaries of their mother’s IRA. The mother died in September 2012. The beneficiaries will set...

1. I’m aware there is certain wording that needs to be in a trust to make sure the trust qualifies...

A 94 year old widow dies and failed to name her three children as beneficiary. The CPA is finding out...

I am retired and have a company 401k that contains both pre-tax and after-tax money. I am considering transferring the...

It’s my understanding that 401(k)’s that have basis can be transferred to a new a new employer’s plan without the...

Greetings, I have a client that was one of two named beneficiaries (brother….20 years older) on an IRA owned by...

I represent an estate. The deceased owned had named her three children as equal beneficiaries of all of her IRAs....

Sir/Madam, I have a client with a $750,000 balance in a 401k account. $11,000 of this represents the after-tax contributions...