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Well, checking my inherited IRA account, the 401k rollover showed up around 8:00pm est. Nothing like cutting it close. This...

A client who is 80 years old received a letter from her former employer (She worked with the employer from...

I have lately run into many Joint Trusts, especially from the left coast. To me they are difficult to work...

Hi all, A maried couple “client”, has two daughters and two grandkids. They want to leave 40% to each daughter...

Hi! Thanks for all the great info I’ve found so far on this forum. I have a few more questions...

Surviving spouse, age 57, has a 401k from deceased husband whom died in 2006. Can that spouse rollover those dollars...

Afternoon: Below please find the scenario, any thoughts that you would share would highly appreciated. Scenario: One has made contribution...

Need confirmation on tax issue for a new client. Basic facts: Client’s aunt retired and left her retirement plan balance...

I read in Mr. Slott’s book that new tax laws in 2008 will allow for distributing after-tax money held in...

I have a situation with a new client. Dad passed away June 2000. He was under age 70. Son inherited...