Site search

A client is leaving a Roth to be divided equally among a spouse and two children. To maximize the length...

I am trying to prepare a document for my wife (and beneficiary) outlining a plan of action should I pass....

into an IRA after Age 70-1/2. My Employer insists on paying out the RMD based on the total in the...

I have taken a lump sum distribution on my 401k in company stock. I put the NUA in a cash...

I am trying to help my two 26 year old daughters and here is my question(s). Q1. They both currently...

We now have an estate plan without living trusts. I understand that all beneficiaried accounts would go outside the estate...

An 86 year-old owns 2 TIRA’s when he dies. The prior Dec. 31 IRA values and the beneficiaries are: TIRA...

My 401K plan allows me to roll-over post tax monies even though I am not near retirement age (I am...

An employee working for a company that sponsors a Simple IRA had money deferred from their paycheck in 2010; however,...

The owner of a traditional ira died in March of 2011. There were no RMDs made for tax year 2011....