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Sole proprietor with a profit sharing plan dies at age 57. His widow, age 52 is the sole beneficiary. If...

Hi, can an individual take an IRA Distribution and not be subject to the early distribution penalty if the distribution...

A discontinued S-IRA has been rolled into T-IRA (which had a net value below basis). Is the basis of the...

My husband left his IRA to a revocable living trust. If the trustee (my son) disclaims, will the IRA automatically...

A 79 year-old parent wants to gift money to a daughter and has both qualified and non-qualified accounts available. [u]From...

Mom died July 11, 2011. She left her property to her husband who now wants to disclaim. Under the will,...

I had a meeting with a potential client who has the following problem, about one year ago her father died...

First, I should say that my wife and I completed a successful 72t plan this year based on information in...

An individual came to me after his sibling’s death where the estate of his deceased sibling was the default beneficiary...

My friend died in 2008 and I was the sole beneficiary her on one of her IRAs. (She was over...