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I have a client who is near death, her daughter (beneficiary) wishes to roll over her mother’s 401k directly to...

[code][/code] If a 60 year old Government retiree chooses to convert his TSP account to a self directed Roth: 1....

I have a CPA telling me that RMD is a term that only applies to Traditional IRA’s and not to...

Hello, I’m a US citizen living in France, working for a U.S. & French company. My employer contributes a limited...

i have an individual living trust drafted by an estate attorney in 2000 but i have problems understanding the contents....

The issue we have faced with one of our clients is that the client receives a 1099R at the conversion...

Life insurance is not only be the single biggest benefit in the tax code, but it is also the most cost-effective way to protect a large IRA. If set up correctly, life insurance proceeds (death benefits) could come into the estate sans estate and income tax.Life insurance premiums should be paid by the beneficiaries or by the trustee of an irrevocable life insurance trust so that life insurance proceeds will be estate and income tax free.

IRA holder passes away at age 62 in April. No beneficiary designation on IRA and no will. A close attorney...

July and August’s newsletters refer to the timeframe an individual can “re-convert” an initial Trad-IRA / ROTH conversion. I am...

I had an IRS agent deny a 10% IRA early withdrawal penalty exclusion for medical expenses because the distribution exceeded...