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Stocks were held in a trust account and transferred to the owner’s three children after owner’s death. Normally when stock...

I inherited (as a direct beneficiary) 100% of a non-qualified tax deferred annuity (say $10k for sake of discussion) more...

I have a SEP-IRA, two conduit/rollover IRAs from prior employer plans, one traditional non-deductible contribution IRA, an old Roth IRA,...

We have been told that the IRS is going to rule that all qualified retirement plans will have to allow...

How is an IRA annuity (SPIA or VA) converted to Roth IRA and how is it handled upon annuitant death...

I thought the IRA to Roth Conversion where the $100k income limit was waived was for the year 2010 only....

If an individual chooses to delay his/her first RMD until after the year in which he/she turns 70 1/2 (i.e....

How do you preserve the ability to stretch when the client also wants to name charities? I have a client...

I have a situation in which a deceased individual listed her Revocable Trust as the primary beneficiary of her SEP...

Father died in 1996 after he began taking MRD’s for his IRA. The primary beneficiary was a credit shelter trust...