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This all occurs in New York State. Dad remarried and in his will stated that a trust may be designated...

The wife was the sole beneficiary of her husband’s IRA. She left the IRA as a beneficiary IRA to avoid...

What cost basis would be used for real estate in a qtip trust after the spouse dies and is passed...

Can a QTIP TRUST receive an IRA distribution after the spouses death and pass it on to the remainder beneficiary...

Can I get some comments concerning whether or not Beneficiary IRA account balances are generally within the reach of creditors...

Early this year, I made Roth contributions for myself and for my wife for 2010. At the time, I expected...

Hi, Just want to confirm: Does taking after-tax contributions from a 401k after a trigger event (separation from service) void...

When is the percent of after-tax dollars determined on a Roth conversion? Is it at the time of the conversion...

I plan on completing an in service After Tax 401K to TIRA and Roth indirect conversion. First I request my...

Does the income limit for Roth Conversion go away permanently after this year?