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In order for a distribution to qualify as a lump-sum distribution (LSD) the entire plan balance must be withdrawn in...

Thanks for the benefit of your expertise, Alan. This is the only place where I’ve been able to get a...

I rolled a 401k account over to a Traditional IRA, earlier this year. The 401k was partially funded with after-tax...

Client is 40 yrs old and has a business selling real estate. Business is an LLC and he has no...

There is some considerable confusion on the net on this. A spouse inherits a ROTH. What are the distribution OBLIGATIONS....

I have a client whose father passed away this year. His mother inherited an IRA from her husband. Am I...

I have a client who died this weekend age 49. He left a sizable IRA with his estate as beneficiary....

My client is a guardian for a minor. The guardian is named as custodian of the minor’s deceased mother’s IRA....

Alan and Chuck: Thanks very much to both of you for the prompt, pithy and patient input re my inquiry....

We recently had a client insist that we accept some rather complicated beneficiary instructions involving several layers of potential beneficiaries...