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We have written several times about the various aspects of naming a trust as beneficiary of an IRA. We have indicated when it would be appropriate to do so, as well as defined the complexities involved with such an undertaking.

I’d like to make sure I’m not missing anything. Once a triggering event happens and you want to take advantage...

A client and his wife have a living trust, it is their second marriage so he wants his 401k to...

Client converted in 2010, expected to claim all income in 2010 and CPA filed 2010 taxes, opted to split income...

I have what I believe to be a simple will that divides my estate equally among 5 beneficiaries, Nephew and...

A 63 year old retired client has $1,100,000 in his 401k account, of which $100,000 are after tax dollars. I...

Employer made a SEP contribution to himself of 20% of pay. Then decided he did not want to get all...

I have a client whose wife died earlier this year after taking the required distribution from her IRA. Husban and...

Client has spendthrift concerns for her 2 sons in regards to her qualified money when she passes. If she is...

Your client, prospect or you are jittery because of today's extremely volatile markets. He decides to move some of his IRA money to another investment. In order to do this, he decides to take a distribution of some of his IRA money to move to another custodian, perhaps a self-directed IRA custodian. But with the swings in the market he gets nervous that he might miss out on the upside while he is waiting for the paperwork to be processed for the new IRA. So he uses his IRA money, while it is outside of the IRA, to purchase his new investment. He figures he can just put the investment back into the new IRA, no harm, no foul, right?