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Suppose that an IRA owner names a “see through trust” as beneficiary of his IRA with his wife, who is...

Mates – it’s been some time! Happy New Year to all. Query: client named RLT (that would qualify as “see-through”)...

I am hoping I can get a little direction…I have a client who’s husband died and the beneficiary of his...

I am 68 and hubby is 70. Both of us have IRAs. Husb will have to take an RMD come...

Was just told by a Fidelity rep that he thinks the income restriction will go back in place in 2011....

Hi, I’m new to the forum and was referred here from the Bogelheads forum ([url]http://www.bogleheads.org/forum/index.php[/url]) I am the owner of...

I have a client who took a distribution from an inherited IRA shortly after their mother passed away. I had...

Hello, I’ve just read some advice from a syndicated columnist in a local newspaper which appears to claim one can...

Prospective client ask: Husband died nov 2008, his birthdate nov 1939; she changed the spousal with correct wording to and...

Federal employee retiring 12/31/2010 at age 56 wants to execute $ 400,000 IRA R/O from Thrift Savings Plan yet retain...