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Can a non-spouse benefiaicry complete a rollover to an inherited IRA within 60 days after taking receipt from a company...

The holiday season is upon us. It is time for friends, family and financial security. The answers to these consumer questions can help you wrap up your year-end planning.

A husband left his wife a home that was put into a qtip trust. When she dies and the property...

I have a client that has a 401k plan that doesn’t stop his contributions when he hits the max. Instead...

This all occurs in New York State. Dad remarried and in his will stated that a trust may be designated...

Your client is making contributions to an employer plan and he/she wants to know if its possible to also contribute to a traditional IRA or to a Roth IRA.

The wife was the sole beneficiary of her husband’s IRA. She left the IRA as a beneficiary IRA to avoid...

What cost basis would be used for real estate in a qtip trust after the spouse dies and is passed...

Can a QTIP TRUST receive an IRA distribution after the spouses death and pass it on to the remainder beneficiary...

Can I get some comments concerning whether or not Beneficiary IRA account balances are generally within the reach of creditors...