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Father (married) wants to open a joint brokerage account with son (not married) for the purpose of son managing the...

40 year old husband died with a Roth IRA consisting of $2,000 of contributions and earnings of $500 for a...

Elderly client, 92, has $160,000 CD IRA. She wants to spread out the taxes today and more especially when only...

Hi, Q – Client wants to convert a whole small IRA to Roth in 2010 . 25K of the 30K...

This week the Ed Slott and Company IRA Discussion Forum featured a question about the illiquid investments in an IRA and how they may affect RMDs. Do you have these types of investments in you IRA? Read on to find out some of the major items for which you need to be aware.

Step 1) I currently own only one traditonal IRA consisting solely of pretax contributions. I wish to roll the IRA...

One of our clients had his attorney draft up a “see through” trust for his IRA. The client and attorney...

Example: Investor is required to take a 70 1/2 RMD of $100,000, however, only needs $75,000 to live on. It...

If you are doing a Roth conversion this year and you are age 70 ½ or older, the RMD must be taken before you do the conversion. The conversion is considered a distribution and RMD funds are considered to be the first funds distributed from the account. RMDs cannot be moved into the Roth IRA.

Hi, My question is: Can a deceased’s Roth IRA with a trust as beneficiary be rolled into a stretch IRA...