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Hello,   My client Nancy died in 2017. She was in her 50’s and left her IRA to her spouse....

Hello, we are working with a prospect and noticed something they may have done inadvertently and are not 100% if...

Sister owned an IRA. She passed away in 2023 at age 74 (born in 1949). Her sole beneficiary was her...

A client (58) has pre-tax and after-tax with employer stock in her 401k. If she retires Dec. 1, can we...

My father passed away in his early 90s in November of 2022, leaving his long-standing Roth IRA account (conversion) to...

Does anyone have any knowledge about or information regarding the CAT EIP1 plan? This plan shut down in 2003 and...

Account owner died without taking full RMD. The estate needs the funds to cover expenses. Can the remaining RMD be...

One of my clients just passed away. He was 88 years old and taking RMDs. He left 10% of his...

Hello, I would like to have my understanding of a Roth beneficiary (non spouse and not an EDB) inheritance requirements...

Wife, age 80, died in 2024.  Held Roth IRA with Vanguard (for 20+ years) that named husband as beneficiary.  Husband,...