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Good afternoon. Fast question. IRA owner dies and names her daughter as sole beneficiary. Daughters want to disclaim the proceeds...

I want to get my 401k from my former employer into a Roth IRA before I hit 70.5 in 2011....

When using a trust as beneficiary of an IRA, can the trust be revocable as well as irrevocable? Is there...

I have been a long-time registered user of this forum. However, whenever I run a certain program which deletes my...

If a person meets all requirements to convert a traditional IRA to a Roth and pays the required tax to...

My client passed away 2 years after he created a Roth IRA by conversion. Since he did not have the...

Here’s my real case with hypothetical numbers: Mid 2008: Converted $100k Vanguard stock fund and $10k Vanguard MM End 2008:...

Hello everyone, I just want to say first of all you guys are really masters at your craft and I...

I’ve asked and still haven’t gotten a clear answer – not even from the IRA Masters. If I convert a...

I have read conflicting opinions about having to establish separate accounts to enable IRA to be stretched over multiple beneficiaries...