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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...

My friend died in 2008 and I was the sole beneficiary her on one of her IRAs. (She was over...

we have a client who is under 59 1/2 yrs old and wants to take an In-Service Distribution from his...

The Internal Revenue Code sets dollar limitations on benefits and contributions applicable to qualified retirement plans and IRAs. Many limitations will change since the Consumer Price Index (CPI) increase met the statutory threshold that triggers their upward adjustment. Listed below are a few of the items that are scheduled to increase in 2012.

Am I correct to assume per IRS Publications below that after-tax 401k money can be withdrawn tax-free as long as...

Client age 66 has named her 68 year old husband as 50% primary beneficiary of her mutual fund IRA, and...

Say you have a 200K 401k made up of 180K pretax money and 20K after tax money. You rollover the...