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Hello, I’m looking to get some advice on an Inherited IRA that I have not taken any distributions on, heres...

If an individual over age 70 1/2 performs and in-service rollover of their 401K to an IRA, but continues to...

Multiple Beneficiaries of original traditional IRA. My mom died in 2011 (age 66). She left an IRA (50-50 split) to...

If you have a traditional IRA and are age 70 ½ or older this year, you will have to take a required minimum distribution (RMD) from your IRA for 2015. Your 2015 RMD is calculated by dividing your December 31, 2014 IRA balance by a life expectancy factor. You can determine your life expectancy factor by using life expectancy tables issued by the IRS. You will most likely use the Uniform Lifetime Table except when this special spousal rule applies.

Hello. I have a client who has been working for the US Gov’t (Civil Service) for 35+ years. He plans...

Owner of IRA Age 75 dies in California.. 4 children listed as equal beneficiaries.. 8 days later 1 of the...

Husband (age 90) dies in 2015 prior to taking his RMD for 2015 (which had begun long ago). Wife is...

So, what happens to your IRA when your beneficiary dies? It all depends if the beneficiary dies before or after you. Let's look at a few examples to illustrate the differences.

The rules for rolling over IRA distributions can be complicated. These rules can become especially challenging at the end of the calendar year. If you are taking a distribution from your IRA at end of 2015 and considering a roll over that may not be completed until 2016, here are four facts you will want to know.

I will try to keep this brief. 75 year old client had Kinder Morgan Energy Partners stock in her IRA....