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Is it permissible to have a Roth IRA account with, say Schwab or Fidelity, but to farm out chunks of...

Client has 2 sons one responsible and one is a spendthrift. Client’s IRA and 401k currently worth about 600k and...

In looking through the IRS Notice 2008-51, I noticed the following: “After the death of an IRA or Roth IRA...

There is a comment in today’s Wall Street Journal attributed to Ed Slott about a five year penalty period for...

Is it possible to convert a traditional IRA to a roth after death of the account holder? I understand it...

My mother died in 2000, leaving me several IRAs. I did not need the money immediately, as I had a...

I live in TX and I have NUA-containing company stock from an LSD that occurred ~13 months ago. In 2008,...

1. In meeting the RMD , can original owner take shares of mutual fund stock equivalent to the RMD (not...

Hello all, I am looking for some verification on the following scenario please (assume NUA was appropriate here): 1) Stock...

Client left employer in mid-2006, and did a direct rollover of her 401(k) into an IRA in mid-July 2007. In...