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This is a mess. Mom dies on 12/26/21 and does not have a beneficiary listed for 401K. Sole heir and...

Hi there, Have a client that has an old 529 Plan with $36k at Merrill Lynch (not with me). He...

The IRS unleashed massive confusion last year. To the surprise of many, it released proposed SECURE Act regulations requiring beneficiaries (on some occasions) to take required minimum distributions (RMDs) during the 10-year payout period.

Can I make a withdrawal from my Traditional IRA for purchasing a Charitable Gift Annuity in he amount of $10,000...

Good morning. Questions on a 401(k) that has both pre-tax and after-tax contributions: If participant does a rollover to an...

My client’s father passed away 4 months ago, leaving her as a beneficiary of his IRA. After he passed, his...

My client does not want to hand over a big sum to their daughter after her death. The client wants...

We have had a client that was gifted shares at a loss. The fund company is asking which cost basis...

As already-complicated IRA rules spiral further into an abyss of confusion, it comes as no surprise that irregularities exist. Up is down and left is right. Green means stop, red means throw your hands up in exasperation.

The Eligible Designated Beneficiaries (group) is lightly addressed in IRS publication 590-B (Rev 2022). In view of last weeks revelation...