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How are the death benefits of a QLAC treated? Owner dies before starting to receive deferred income. Is it paid...

What happens if a now deceased spouse (died Dec 29, 2014) turned 70 in March 2014. Turned 70.5 in September...

My mother passed away in 2014 and my father was the beneficiary of her IRA. He took 2014’s RMD and...

Check, double check, and then, maybe, check again. When you are moving retirement funds, make sure they are going to the right account. We have heard so many horror stories through the years. Here's just a few "do-not-do-this" examples.

Taking your correct required minimum distribution (RMD) ... it sounds so easy; you just divide the balance of your IRA at the end of last year by your IRS-provided life expectancy factor. What could possibly go wrong? The answer: a lot, an awful lot. Read on for seven RMD mistakes you should avoid at all costs.

I received an email from one of my clients that read: I was reading the April AARP Bulletin and on...

When a married couple gets divorced, IRAs can be divided as a result. So, if you’re in the middle of a divorce, you should know that some or all of your IRA can be awarded to your ex-spouse. The process is similar to how some of your other assets are divvied up, but there are major differences and special rules that apply when you’re dealing with an IRA.

Hello, I understand you specialize in IRAs, but you were highly recommended by a financial planner for my 529 problem....

In a way, it is now a new year for IRA contributions. You can no longer make IRA or Roth IRA contributions for 2014 (we warned you about the deadline). Here are 12 things to know about 2015 IRA contributions.

I have a client who wants to convert an IRA to a ROTH. But he also wants to transfer money...