Site search

My Client passed in July, 2010 and changed the parent’s IRA to a Beneficiary IRA for the son. The son...

Our clients father passed away in November of 2010. He was the sole beneficiary of his dads IRA. Most of...

scenario: Client directs $1.5 million distribution from IRA to his business checking acct. Subsequently wires the $1.5 million from his...

Have a 59 year old client who inherited a $100k IRA from his “stepmother” (not really sure of relationship.) Currently...

I have a client who had invested $84,000 of IRA funds in Medical Capital Holdings, which turned out to be...

Does anyone have any data on the fee that a lawyer would charge to compile and file for an IRS...

If you recharacterize a ROTH Ira back to a regular IRA how do you compute the RMD? Do have to...

My mother passed in August (age 80) and left a 401k (still in employer plan) to her 5 children as...

Hello, I converted my TIRA for the amount of $140,000 to roth IRA on Dec 30 of 2010. the IRA...

After Dec 31st of the year following death, multiple heirs can no longer split accounts and use the exception to...