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Have 3 Primary Beneficiaries (All Daughters) where their father passed away 7-1-2011. There are 2 qualified annuities with 2 different...

Below is an IRA tip from a recent Forbes article and a response from his current advisor. I would like...

Like many Advisors, I take a comprehensive/relationship approach with my clients. Many clients have significant IRA/401K assets and have stated...

I have a client whose deceased husband was over age 70 1/2 and had previously taken RMDs as required from...

I’ve been reading the Discussion Forum history here and elsewhere and there still seems to be some conflicting information and...

So my GF needs to take money from her IRA to pay for grad school because she can’t get financial...

Per previous postings, employers are not recognizing IRS Notice 2009-68 yet. As such, the distribution to the trust account will...

Father & Mother have been divorced for about 3 years. A QDRO has been calculated, but there has not been...

I would like to get some info (options) from you regarding my problem. My wife and I invested 75K each...

Jerry died and named his wife as bene and 3 kids as contingent bene’s. After his death his wife left...