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We are in California. Recently my wife’s father passed away at the age of 81. His wife left him 2...

I have searched the IRS website and many others however I cannot find a statement specifically on point that either...

Situation: On 12/30/10 I converted $100,000 from a traditional IRA to a Roth IRA. On 4/15/11 I filed an extension....

Please forgive me if this has been discussed recently, but I am still unclear on whether it is allowable to...

I have a 58 y.o. client Jane Doe that has three inherited IRA’s and wants to transfer them to a...

I know I can gift $ to a Grandparent (67 yo) to set up a Roth with grandchild as beneficiary...

my aunt passed away in january and left me part of her pension and part of her IRA. i walked...

I participate in both an IRA and a 401(k). The IRA actually started out as a trio of employer-sponsored retirement...

Hi Everyone, In early 2010, my mother got mad at one of her IRA custodians and decided to “roll over”...

hi ed, i’m coming to the expert since the accountant could not give my son the answer. my son was...