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My sister’s late husband had a traditional IRA with Morgan Stanley, and left a beneficiary form showing 3 primary beneficiaries:...

Last year my mother received her pension from work. Her lawyer advised her to place the money into 3 individual...

How can you and your financial advisor work together to lower your tax liability? One of the questions we often ask financial professionals is, "what have you done to lower your clients' exposure to the new 3.8% healthcare surtax on net investment income?" View our IRAtv video below.

When individuals take withdrawals from their IRAs, it's usually a cash withdrawal. By cash, we don't mean dollar bills; instead it's usually done by issuing a check. But it's possible to take a non-cash withdrawal from certain IRAs. These non-cash distributions are known as property distributions or “in-kind” distributions. Click to learn more about these distributions.

Good Afternoon I have what I hope is an easy question FACTS Roth IRA account owner determines he is ineligible...

The IRS 10% early distribution penalty does not apply to an IRA distribution used to acquire (purchase, construct, or reconstruct,...

Client has a Solo 401k from when she was self employed in 2012. She is no longer self-employed. She has...

When the IRS releases a new Model IRA agreement the IRS recommends adoption of the latest mode IRAs (Rev. Proc....

What happens when you or your client inherits more than one IRA? Can they be combined into one account? Do you have to take required minimum distributions (RMDs) from each account separately or can the distributions be aggregated? The answer will depend on who the inherited account came from as well as what type of account it is.

Hi, My friend had $120,000 company stock in her 401K contributed by company match, cost basis about $60,000. She also...