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I listened to the 1 hour CD you sent me, one point you made is make sure the current custodian...

If a individual purchases an immediate annuity with a period certain payment (7 years) and dies before receiving all payments,...

I am meeting today (sorry for the short notice) with a client that has about $300k in a company 401k...

I have a new client who has a 72(t) brokerage account that is invested in mutual funds. The client has...

Couple, each approximately age 80, are taking MRDs. Wife dies after taking RMD in early 2007. Surviving spouse rolls over...

I’ve seen this topic many times but I couldn’t find a complete answer for this scenario. Father passes away after...

Hello. My father, a New York resident had an IRA at a brokerage firm. The IRA had 5 designated beneficiaries....

Husband died in Feb 2008 age 85 before taking the 2008 MRD. Spouse, age 80 is the named 100% beneficiary....

In April of 2007, I distributed 3K 2005 ROTH IRA because I found in 2005 contribute both ROTH and Traditional....

Hello! Due to some investment sales and my husbands new job, we apparently cannot contribute to a Roth IRA. Unfortunately,...