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Hi, Came across a situation where an IRA participant took a large IRA distribution one day prior to turning 59...

can medicaid go after the cash value in a spouses life insurance policy? ex: wife goes into nursing home, husband...

I was wondering if anyone could help me with this? i am getting different stories from elder care attorneys. husband...

We have a client whose son recently died just two months after being married. Their son listed his mother as...

My client terminated employment June, 2005 at age 56. His balance was $3.5 million, of which $2.5 million was the...

A client has 400K in her IRA, she’s age 75 and has an RMD of $30000 for 2008. She buys...

HI, I WATCHED THE ED SLOTT VIDEO AND READ ALOT OF FORUMS AND POSTS BUT STILL HAVE A QUESTION ABOUT...

What, if any, are the pitfalls of taking an ‘In Service Distribution’ after one reaches 591/2 from a 401(k) to...

I am working with a new widowed client and I am trying to piece together what her husband did. She...

Good afternoon, I have a situation with a decedent IRA naming four (4) non spousal beneficiaries. Must all of them...