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Client in her 80’s passes away in 2010, hadn’t taken RMD yet. IRA get split into to inherited IRA’s for...

Client’s date of death 12/1/2002(birthdate was 5/13/24) – beneficiary IRA established for Son directly at a mutual fund company, birthdate...

Joe was 84 when he died. His wife was named sole beneficiary on Joe’s IRA. Wife died, but Joe did...

Can an individual rollover the cost basis portion after the stock is sold to an IRA within 60 days to...

Can you gift money in a IRA annuity to a charitable gift annuity without surrendering it and paying the tax?...

I have a client who took an early distribution from his IRA and therefore is subject to the 10% penalty....

A gentleman has come to me with a question regarding 72(t) distributions. He is in his fifth year of distributions...

An employee was provided two checks when she rolled over her 401k: a rollover check mnae out to , for...

A participant in a qualified retirement plan dies after his ‘required beginning date’ for RMDs. He leaves it to a...

A client who is 45 years old has a $100,000 IRA, of which $40,000 is after tax contributions. He withdrew...