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Wife and I updated the IRA power of attorney forms at our broker. We checked yes on the list of...

I have a new client that is a beneficiary of his sister’s estate. She passed away in Feb. 2014, age...

Yesterday, July 1, 2014, the IRS released the Final Regulations for "qualifying longevity annuity contracts" (QLACs). Thanks to these regulations, you will now be able to purchase certain annuity contracts that can be excluded from the fair market value you use to calculate your required minimum distribution (RMD).

If an individual inherits a brokerage account that has bonds in it with a current value of $180,000 and liquidates...

I understand that a QDRO on the retirement accounts will enable an under 59 1/2 spouse to make withdrawals and...

There is a one-rollover-per-year rule that applies to IRA distributions. IRA-to-IRA or Roth IRA-to-Roth IRA rollovers are subject to the once-per-year rule. The account owner can only rollover IRA funds once every 12 months. The 12-month period is a full 12 months. Click to read about exceptions to the Once-Per-Year IRA Rollover Rule.

Wife has 116K IRA, husband 345K in his. Second marriage. Each has two sons from previous marriage. It is their...

My 71 year-old client continues to work in a company where he is not a 5% owner. If he retires...

If one had $100,000 in A NON DEDUCTIBLE IRA and rolled it into his 401k what are the consequences when...

I have a client that is considering utilizing NUA rules to move some of his highly appreciated company stock from...