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An Article in a Roth IRA Trust drafted for me relating to “Distribution for Death Taxes” states: “[i]If, on the...

A new client has $1,000,000 of NOL carryovers from hog confinement shares (K-1’s). He is dying; the NOL’s are lost...

This question relates to linking an Owner’s Roth IRA Custodial account to a Roth IRA Trust upon the Owner’s death....

Does anyone have access to summary plan desc. for US Gov. employee’s thrift plan. I have a client hitting 70.5....

A husband died late in 2011 at the age of 89 and had already satisfied his RMD. The surviving spouse...

This is a repost of my Dec. query – in case I missed your expertise during the busy holidays! ===============================================================================...

Hello: Does anyone have a reference (IRS Publication) where it states that both can still be funded after reaching 70...

After my mom passed away, i now have a inherited IRA that i am required to take ” a required...

I have $417K in a 401k made up of $357K pre-tax and $60K after-tax. I am retiring in March and...

After you have taken your RMD from your TIRA and paid the taxes on it, can you then put that...