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Welcome to this month’s installment of Are You an IRA Expert? Always thought you knew more than the next guy about IRAs and retirement accounts? Well now’s your chance to prove it. Below are three questions, ranging from beginner to expert. Test your IRA skills by trying to get all three right!

Decedent spouse died in 2008. Would have turned 70 1/2 next month. 401K is still in his name. 65 year...

Three years ago the client had $1,000,000 and wanted to start receiving income under 72T. He was 57 at the...

Retired individual had 401(k),TSP left with prior employers(all pre-tax). He made a full roth conversion with other funds from (non-deductable)IRA’s....

Anyone know what the options are if a beneficiary of an IRA dies a few months after the owner of...

Have you heard of Hart Roth IRA for widows? we have a client that is interested in that and wants...

Moved to MO in 7/10 from CA (long time CA resident). For 2010, part year Calif and part year MO...

Scenario: a nonspouse inherits an IRA or Retirement Plan. He wants to maximize the stretch (so no 5 year option)....

I recently left my employer and had my Roth 401k fully distributed to be rolled over into my Roth IRA....

FIRST: 70 and 1/2 year-olds contributing moneys to a charity that will not be included in income OR as a...