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What, if any, are the pitfalls of taking an ‘In Service Distribution’ after one reaches 591/2 from a 401(k) to...

I am working with a new widowed client and I am trying to piece together what her husband did. She...

Good afternoon, I have a situation with a decedent IRA naming four (4) non spousal beneficiaries. Must all of them...

My wife and I have been contributing to our TIRAs for years. We know that the last number of years...

Trusts have been set up in a Will to hold the deceased’s remaining property and will terminate 1/4 at 25,...

My father, who passed in Nov 07, had a 401k which named an irrevocable intervivos trust as sole beneficiary. This...

To qualify for 72(t)(2) exception for first-time homebuyers, is it okay to purchase home in February and withdraw money in...

Hi1 Can I continue to make contributions to my rollover IRA. If yes, can I comingle before-tax and after-tax contribution...

Mother dies naming her estate as the beneficiary. Will names 4 children to inherite her assets. I thought that the...

Wife has a $40k IRA with a $14k after-tax contribution basis. Her husband died and she will be rolling his...