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To Whom This May Concern, I just spoke with Glenda at Ed Slotts firm. After reading his book titled “The...

I just retired last month after working since 1968 and in the military two years before that. I’m a big...

Client dies after 70 1/2 (80) and has not yet satisfied his 2012 RMD yet- spouse is primary beneficiary and...

I have a 65 year old client, still working for another 2 years, that can do in-service rollovers. She does...

Clients oftentimes name their minor children as contingent beneficiary for their retirement plans. If a minor child is specifically named...

I have a situation where an adult child passed away with his 84 year old parents as beneficiaries. There were...

A brother and sister are the beneficiaries of Moms annuity. Mom passed away July 2, 2011 but kids didn’t find...

I am retired on disability and turning 59 in August. After seeing what happened to both an aunt and uncle...

I have a higher net worth client that is interested in funding a Roth but can’t based on income. The...

If a person starts to gift in a year that the estate tax exception is 5 million will that be...