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Good Afternoon – I finished reviewing the numerous posts covering 72(t) rules. Unfotunately I am still looking for clarity regarding...

Hi, I have a client w/ a Traditional IRA funded w/ after-tax contributions (none came from a rollover from previous...

Whether it be from injury, illness or otherwise, being disabled can be physically trying and mentally challenging. It can also be tough on your wallet, as being disabled often carries with it additional medical costs, not to mention a possible loss of earning power. Certainly no one in their right mind would ever choose to be disabled, but if life has dealt you this hand, there are a few benefits available under the tax code to help you make the most of your retirement accounts. Below are three such benefits, discussed in greater detail.

In 2004 husband dies (after RBD) and his wife is beneficiary. Her account is then titled, “Wife Name, Inherited IRA...

Year-end retirement planning is in full swing. We are less than a week away from Christmas and in two short weeks 2013 will be here. Financial advisors and their clients are working hard to develop a proactive plan to guard against rising taxes. Ed Slott has your answers on gifting, RMDs (required minimum distributions) and QCDs (qualified charitable distributions) in three year-end planning videos found below.

We have spent a great deal of online real estate on the financial aftermath of Hurricane Sandy and the toll it took and continues to take on disaster relief efforts both structurally at shore points up and down the Jersey coast and into New York and financially on the tens of thousands who saw their homes, vehicles and personal belongings wash away with the "once-in-a-century" storm.

Good Afternoon Does being a special needs beneficiary of an Coverdell ESA have any impact on SSI eligibility? Thank you!

A client of mine did a Roth conversion in 2009. Subsequently, he and his wife ended up filing taxes as...

Can a spouse make two separate tax free transfers one at the time of the divorce and a lesser one...

Most of the talk of the fiscal cliff focuses on the impending tax increases and budget cuts and the impact that they will have on businesses, governments, and, ultimately, on taxpayers. One of the ways that taxpayers will be affected is caused by the impact of the fiscal cliff on IRS.