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Individual named her husband primary beneficiary of her IRA, and her living trust as contingent beneficiary. Both are over age...

A client, over age 71, had a Corp Pension Plan that required a minimum distribution in 1st quarter of 2010....

I have been reading many posts about IRA’s naming a trust as the primary or contigent beneficiary. We get many...

Client died in June 2010 age 62. He left a Traditional IRA with his ex-wife as primary beneficiary and no...

This week's Slott Report Mailbag discusses some complex, timely issues involving social security benefits and required minimum distributions while working past age 70 1/2. As always, we stress the importance of working with a competent, educated financial advisor to keep your retirement nest egg safe and secure.

I am about to take my first RMD from my company 401k after the bye that existed for last year....

My 401k plan states that I am able to do an in service rollover of after tax and pre tax...

A small business (2 owners and no other employees) have been contributing to SIMPLE IRA since 2006. They just hired...

Can an IRA be levied by IRS?The bad news is that, yes, it can be subject to an IRS levy. The good news is that such a levy will not be subject to the 10% early distribution penalty if you are under age 59 ½ at the time of the levy. The amount taken by IRS will be reported as a distribution to you and you will owe income tax on the amount taken by IRS.

Help!!! After the death of my ex-husband in 2007, I inherited his Profit Sharing Fund (IRA) from a major corporation...