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My understanding is that the beneficiary of an inherited IRA must maintain the original beneficiary’s LE divisor reduced by one...

Are RMD s considered Earned Income? If so, after receiving distribution, can a 78 year old survivng wife open a...

I just met with a man that turns 70 1/2 this year and has to roll his 401k to an...

If you take your after-tax contributions out of your 401(k) pre-59 1/2, is there a 10% penalty on the earnings...

We are unable to convert due to income over the limit. Have been under impression that 2010 was the only...

Have a 81 year old with no extended family, that put everything into his trust, including his IRA assets (which...

My mom needs to disclaim my dad’s IRA in favor of their 6 children listed as contingent beneficiaires. Is there...

I inherited two IRA’s that were left to the IRA owner’s estate. No designated beneficiary, just the estate of which...

If a client wants to restrict the beneficiaries from being able to spend all the IRA at one time etc...

If beneficiaries are a trust benefiting children or left direct to children… 1. Prior to death (now) can either of...