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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...

$100K was w/h on $300K conversion to Roth IRA in 2010. Is it too late to replace the w/h after...