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Hello, According to Pershing, if a non-individual (including certain trusts) is named as a beneficiary of a retirement account, RMD’s...

A person turned 70 1/2 this year and just retired with a 175k 401k balance. He will be in a...

Good Morning I am looking for guidance/clarification regarding a trust situation. Can a non-individual (i.e. charity) be removed as a...

So far this year, we've received a lot of questions on the new 3.8% health care surtax, so we decided to take a few of the most frequently asked questions and answer them here, so that everyone can benefit from them.

Met with a young lady (age 31, will call Lucy)this morning who’s mother passed away in May of 2010. Lucy’s...

Over 100 of the nation's top financial advisors will be at the Hyatt Regency Orlando International Airport Hotel next Monday and Tuesday, March 11-12, for Ed Slott's 2-Day IRA Workshop, Instant IRA Success.

Folks Joe, 75 and retired, has an IRA. While working, his income was initially low enough to allow him to...

2005,2006,2007,2008,2010 Fidelity made RDM distributions on my inherited IRA account based on my mother’s birthdate rather than mine. This resulted...

As I was looking for information on pension plans for our U.S. presidents, I came across information on pension plans for members of Congress, the group of individuals we elect to set tax and spending policies for our government. The same group of individuals who miss crucial deadlines for setting policies time after time after time. The same group that gives us phased-in provisions in legislation, temporary provisions that expire or are supposed to expire but get renewed over and over again.

A 42 year old widow with 3 kids in California (community property state) marries a divorced man with two children...