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We have a client who would like to take a distribution from their traditional and Roth IRAs to use toward...

After husband’s death in 2006, his IRA was set up as an inherited IRA for his wife. Can she change...

scenario.. Jim passes away and leaves his ira to his son. it is currently held by insurance company A. company...

A client aged 82 has multiple IRAs CDs in different banks. He also has an IRA in a stock account....

I have several questions about IRA/Roth conversions. Both my wife and I have IRA accounts and in our 70s. I...

I have been working with clients this year heavily on converting after-tax contributions in 401ks directly to Roth IRAs. The...

My client was terminated from his postion. He is 58 yrs old. His 401k had pre tax and after tax...

Dad sets a up a revocable trust which owns 2 IRA’s and other taxable investments. The 2 beneficiaries are adult...

I listened to Ed’s 1-hour webinar where he talked about setting up a trust as a beneficiary for your retirement...

I was under the impression that the best way to leave your RIRAs to your children was to make them...