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IRA participant dies in 2006 with two sons (her only children) as 50/50 primary beneficiaries, no contingents are named. Son...

I have a husband & wife (ex-wfie). She gets a small partion of His IRA. What are the tax implications...

Client just established an IRA in 8-2007. According to my calculations, he can withdrawal 30k per yr until age 59...

A Mother passed away and left an IRA with 5 benies. All the 5 benies split the contract into inherited...

I’m 58 and have been retired since June ’06. In May ’07 I closed out my company plan via a...

From the IRS Website, confirming earlier posts: § 402(c)(11) [Discretionary]: PPA ’06 § 829(a)(1) added § 402(c)(11) to allow nonspouse...

My husband and I have an estate which is over the federal and state inheritance tax exclusions but most of...

This seems strange: Disinherited by Vanguard? Check Those IRA Beneficiary Forms Excerpt: “Vanguard has decided that, as of mid-September, it...

My client will be 71 when he retires from the federal government on 1/3/2008. He will begin taking RMD’s on...