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Individual died in October. before taking her RMD for 2008. It’s 2009, and the beneficiaries have not yet settled the...

Could someone please lay it out simply for me regarding the options a bene has after IRA participant has died?...

My husband left me an estate heavy in IRAs. The question is how best to pass on the IRAs to...

Would appreciate help in confirming number of shares that must be sold to eliminate total NUA of $206,851, if current...

I’m reading a text for a CHFC class and it says that if a husband dies after rbd and in...

After January of 2011, when Fixed Index Annuities are considered securities, will withdrawals be taxed at the capital gains tax...

Hi, I recently separated from my previous employer and I hold a small amount ($2,500) in a Roth 401(k) through...

What happens if my client should die within the 5 year window after doing the Roth Conversion from his traditional...

I understand that for those of us over 70 1/2, amounts gifted directly from a traditional IRA to a qualified...

If a participant takes out a 50,000 loan from qrp he will get the loan tax free. He will pay...