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Dad dies after RBD, with IRA naming estate as beneficiary. Dad’s will leaves estate to 3 adult children, in equal...

We have a client who is a pastor, currently age 57, plans to retire in 8-10 years. He was told...

Left employment and took complete distribution of all 401k funds in 2007. Form W-2 box labeled ‘retirement plan coverage’ for...

I was on the teleconference today and would like to clarify something with regards to rollovers for IRA owners who...

I have a client that has over 1million in his TIAA/CREF 403b account. He thinks he can do one time...

Hi, Came across a situation where an IRA participant took a large IRA distribution one day prior to turning 59...

can medicaid go after the cash value in a spouses life insurance policy? ex: wife goes into nursing home, husband...

I was wondering if anyone could help me with this? i am getting different stories from elder care attorneys. husband...

We have a client whose son recently died just two months after being married. Their son listed his mother as...

My client terminated employment June, 2005 at age 56. His balance was $3.5 million, of which $2.5 million was the...