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Hi, can an individual take an IRA Distribution and not be subject to the early distribution penalty if the distribution...

A discontinued S-IRA has been rolled into T-IRA (which had a net value below basis). Is the basis of the...

As is our custom at the end of each year, here are 10 questions you MUST ask your financial advisor. This list is a great starting point when questioning your financial advisor (remember, he or she works for you!).

My husband left his IRA to a revocable living trust. If the trustee (my son) disclaims, will the IRA automatically...

A 79 year-old parent wants to gift money to a daughter and has both qualified and non-qualified accounts available. [u]From...

This is the first piece of a two-part article delving into 10 things you probably didn’t know about retirement plans. While many of the rules applicable to retirement plans are easy to remember, there are some important ones that are not always at the forefront of your thought process, and may impact your financial well-being. We present some of those here, and will follow up with others next we

Mom died July 11, 2011. She left her property to her husband who now wants to disclaim. Under the will,...

I had a meeting with a potential client who has the following problem, about one year ago her father died...

First, I should say that my wife and I completed a successful 72t plan this year based on information in...

An individual came to me after his sibling’s death where the estate of his deceased sibling was the default beneficiary...