Site search

A recent disurbing result in PLR 200742026 seems to be contrary to earlier PLRs regarding a court-ordered beneficiary reformation. Daughter...

I have a client who is over age 701/2 and has an IRA in the amount of 1.8 million. In...

I have a potential client that is the custodian/bene on two decedent IRA’s, both are being distributed from. Can you...

Client seperated from employer, has after-tax contributions in the 401k. Can we transfer these into a Roth IRA? Any contribution...

The after tax amount in a 401k – can be rolled over to a Roth, separately in 2008 – question...

Any software out there that you like for NUA calculations? What about bene ira calculations (presentation to clients)

A 75 year old IRA owner died without taking the current year distribution. Not a taxable estate, so no estate...

Client’s mother had a rollover IRA and passed away. We set up a rollover IRA at Fidelity to receive the...

Facts: Client will be receiving $1M+ stock (publicly traded) from mother’s IRA as a lump sum distribution. Client (and her...

A lady I know, who is 54 and retired, has been taking the dividends out of her thrift plan (from...