Site search

Husband died 2010 before taking RMD, had 2 IRAs. Wife made the election to step into his shoes for both...

What is the current amount a Parent can gift to a Child without either parties incurring taxes. Thanks

My client has been contributing to his SEP IRA all of 2010. His taxes were just done and he has...

IRA owner passed away with only one of his three children named as beneficiary, no contingents named. All three children...

A former Exxon employee who is now retired has a thrift plan containing Exxon Stock. About 60% of the stock...

I have a client living in Florida who is 591/2 years old. He just requested an in service distribution that...

In 2010 I converted my deductible IRA (hypothetically valued at $30,000) and nondeductible IRA (hypothetically valued at $15,000 plus $5,000...

[u][b]Facts[/b]:[/u] IRA owner, husband, dies in 2011 at age 84. RMD taken in 2011 before death occurred. His wife predeceased...

Situation: wife’s brother inherited and IRA from his father and was taking monthly distributions. The brother died on 9/30/10 with...

Question on how to calculate NUA cost base if I want to rollover my 401k comapny stock to a taxable...