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We have a client who passed away in ’07, unmarried and without a beneficiary designation. The custodial agreement the IRA...

Hello… I have a question regarding when to start counting the five year waiting period for my ROTH IRA accounts...

1. When the owner of a SEP IRA takes his RMD’s for it and for his traditional IRA, can he...

I need help. Scenario: client dies at age 75, his beneficiary is his wife who is 55 yrs old. He...

Hi, I am helping someone who unfortunately had their spouse pass away unexpectedly in the last week. The deceased had...

How does one deal with the after tax portion of a 401k rollover? Can this amount be used to create...

If an individual would like to convert their traditional IRA to a Roth in the year in which they turn...

I have a 57 year old client that took a large distribution from her 401k early in the year and...

I have a new client 56, she is a widow, her marraige was a second marriage and her spouse left...

A client had a small IRA at a Credit Union and the beneficiary is their living trust. The husband died...