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IRA owner dies Jan 2009 in his 50’s with beneficiary as his estate. He dies with no will ( intestate)...

We have never done any retirement planning at all. We are early 40s with no plan in place. We do...

The $100,000 dollar exclusion for charitable gifts to (QCDs) per year is only good through 2009. Has anyone heard about...

I have a 401(k) from my employer and do not have a non-traditional IRA. However, I would like to take...

Client of mine retired and is rolling 401k plan that contains pre tax and after tax dollars in it. The...

I have a client, age 84, that inherited her husband’s traditional IRA (age 77). He had been taking RMD’s, died...

I need to refresh my memory. IRA in the name of John Doe. Beneficiary is the John Doe Trust. Only...

I have a client who left her company and she is going to take a distribution from her ESOP plan....

[b]Background:[/b] An individual owns a non-marketable asset in their IRA. Between 14-16 years ago that individual sells their non-marketable asset...

I was given a gift (real estate) from my grandmother of over $4m about 7 years ago. My Grandmother died...