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I am looking seriously at having my own RIA firm (I am currently an IAR using an RIA and have...

I have a client age 55 (will turn 56 1/12/2008) that will take early retirement from his job. His last...

The case involves a non-spouse who’s deceased partner has left a inherited IRA account. If he completes the transaction in...

Does 401(k) rollover monies lose that designation, when rolled into an IRA, for the penalty exception ” separating from service...

I am trying to understand the operational side of this strategy upon the father’s death. This is my understanding; upon...

We can all agree that the IRS caused major problems by originally making the Non-Spouse Rollover provision of the PPA...

I have run into something with the custodian of my Dad’s IRA. I have three siblings and we intend to...

I have an IRA with monies from a roll over of an employer retirement account in 1996. Not knowing how...

THere are three partied involved in this situation. Father (deceased), ex-wife, children beneficiaries. Father retired, applied for benefits from the...

Two inherited IRAs are owned by an Irrevocable Marital Trust. I do not know the history, but both are titled...