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My wife and I have been contributing to our TIRAs for years. We know that the last number of years...

Trusts have been set up in a Will to hold the deceased’s remaining property and will terminate 1/4 at 25,...

My father, who passed in Nov 07, had a 401k which named an irrevocable intervivos trust as sole beneficiary. This...

To qualify for 72(t)(2) exception for first-time homebuyers, is it okay to purchase home in February and withdraw money in...

Hi1 Can I continue to make contributions to my rollover IRA. If yes, can I comingle before-tax and after-tax contribution...

Mother dies naming her estate as the beneficiary. Will names 4 children to inherite her assets. I thought that the...

Wife has a $40k IRA with a $14k after-tax contribution basis. Her husband died and she will be rolling his...

I have a client that changed IRA companies during the 72t distribution period. The new company did not set this...

Common wisdom says that lowering taxes helps people financially because it puts more money in their pocket. This is true,...

Hi all I wrote in last year about a client who had stock from a prior employer in which some...