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Hi. My case is very similiar to another regarding an IRA without a beneficiary. My father died in 2003 at...

A 401k participant age 49 died this year. The only primary beneficiary was a 50 year old spouse of the...

We don’t often see ROTH 401ks – are there many out there? My fact pattern now is that a closely...

If an individual rolled over after tax funds prior to the law change allowing direct rollover to ROTH and has...

IRA owner died in 2007 after RMD started. No beneficiary designated. IRA currently owned by estate. Two heirs to the...

Husband died, pre 70.5, spouse is sole beneficiary. Her choices are roll into Her IRA, or transfer to Beneficiary/Inherited IRA....

Does the 59 1/2 age requirement apply when taking the after tax portion of a 401K as a cash distribution...

Ed- I have a client who will be 70 1/2 on 3/15/09. If my client takes his first distribution between...

Decedent was already taking RMD’s upon his death. He named Trust a bene. Surviving Spouse is primary beneficiary of trust...

My client transferred 1/2 of their IRA (trustee to trustee) to an annuity from a mutual fund. How does the...