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A friend’s parents recently both passed away at 79 and 74. Their three children were named as beneficiary of all...

If Dad has a Roth IRA, and he dies after Mom, leaving the Roth IRA to Son. How long can...

Required minimum distributions (RMDs) start at age 70 ½ for all traditional IRA owners, including those who have SEP and SIMPLE IRAs set up through their employers - even if they are still working for those employers at the time.

I have a client whose employer 401K is invested at Vanguard. Rough numbers: he has a $1MM balance. Of that...

Taxpayer retires and decides to rollover entire balance of 401K to an IRA. Total accumulation is $500,000. $50,000 represents employee...

My husband asked me to sign a spousal waiver of my rights on a ERISA protected retirement plan so he...

I’m puzzled at the early withdrawal rules and Pub 590 doesn’t address my situation explicitly. In my case at age...

Client age 63 has a $400K 401(k) which contains $50K after-tax; also has a $400K TIRA which contains only $15K...

Father is wanting a higher rate on his CD’s. His thought is to Gift Kids and Grandkids enough money so...

80 yearold IRA owner dies; what is the deadline for RMD to child-beneficiary? one year from date of death or...