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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...

84 y/o died in 2008 prior to taking RMD. Two situations: IRA left directly to 4 children as beneficiaries, what...

Here is what happened to me in April of this year. I lost my job in April ’08 and elected...

I have a client who rolled over a company plan years ago. At that time she had pre tax AND...

My wife was left an IRA when her father passed away 9 years ago. He had an IRA, which he...