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[u][b]Facts[/b]:[/u] IRA owner, husband, dies in 2011 at age 84. RMD taken in 2011 before death occurred. His wife predeceased...

Situation: wife’s brother inherited and IRA from his father and was taking monthly distributions. The brother died on 9/30/10 with...

Question on how to calculate NUA cost base if I want to rollover my 401k comapny stock to a taxable...

Male 60 years, still working, Employer allow in sevevice distribution Employer will distribute $300K, with a letter saying $200K is...

A client passed away in 2011 after doing a 2010 Roth conversion. His spouse is the beneficiary of this and...

My mother-in-law passed away in 2006, at the age of 76; she was taking RMDs. The IRA was split between...

As part of Morningstar.com's IRA Improvement Week, Ed Slott talked to Christine Benz about the pressing IRA issues facing YOU on a daily basis. Below is the interview broken down into 4 separate videos.

My client initiated a rollover on two 401k’s from the same employer and administrator. One was for his 401k as...

I would like to know if my client needs to take 2 distributions in 2012 if my he turns 70...

I know that this horse has been pretty well beaten, but I would like to have whatever advice you can...