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A client has money in his company profit sharing plan (he is the owner of the company and trustee of...

I think I’m clear on the rule that if any “beneficiary” of an IRA is not a “designated beneficiary,” (living...

I think I’m clear on the rule that if any “beneficiary” of an IRA is not a “designated beneficiary,” (living...

Scenario: A husband takes his IRA RMD and dies. His spouse IRA beneficiary dies 1 day after submitting inheriting paperwork...

Folks (Apologies for this awkward means of responding; I haven’t figured out how to post a response to your answers...

Ira account holder left , $900,000. ira to his estate. Ira beneficiary was his estate. His three daughters were the...

It is my understanding that one cannot withdraw money from a Roth IRA tax free until that money has been...

It is my understanding that one cannot withdraw money from a Roth IRA tax free until that money has been...

I have a retired client that still has a tax-deferred savings plan at his previous employer, Chrysler Corp. Roughly 30%...

There may not be a definitive answer to this question, but after reading Slott Report Mailbag for 8/6/2009 (question #3...