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Ex-husband (age 42) died having never changed his beneficiary designation on his 401(k) plan. He never remarried. Ex-wife is primary...

I know that beneficiaries of inherited IRAs are not required to take distributions in 2009. Can beneficiaries of inherited IRA...

Good afternoon. Fast question. IRA owner dies and names her daughter as sole beneficiary. Daughters want to disclaim the proceeds...

I want to get my 401k from my former employer into a Roth IRA before I hit 70.5 in 2011....

When using a trust as beneficiary of an IRA, can the trust be revocable as well as irrevocable? Is there...

I have been a long-time registered user of this forum. However, whenever I run a certain program which deletes my...

If a person meets all requirements to convert a traditional IRA to a Roth and pays the required tax to...

My client passed away 2 years after he created a Roth IRA by conversion. Since he did not have the...

Here’s my real case with hypothetical numbers: Mid 2008: Converted $100k Vanguard stock fund and $10k Vanguard MM End 2008:...

Hello everyone, I just want to say first of all you guys are really masters at your craft and I...