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I live in TX and I have NUA-containing company stock from an LSD that occurred ~13 months ago. In 2008,...

1. In meeting the RMD , can original owner take shares of mutual fund stock equivalent to the RMD (not...

Hello all, I am looking for some verification on the following scenario please (assume NUA was appropriate here): 1) Stock...

Client left employer in mid-2006, and did a direct rollover of her 401(k) into an IRA in mid-July 2007. In...

I have a situation where a client is able to rollover part of a pension that was part of Georgia...

My mother passed away in December 2007 and left a smallish traditional IRA balance in a CD at a local...

Good afternoon, My dad will be turning 70.5 in 2009 and will begin RMD. Can he take a portion of...

Here’s the situation. I have a client who is 74 years old. He does not the income from the RMDs...

My late father had $150k in a Vanguard Traditional IRA at the time of his death early this year. He...

I have a situation where a client is able to rollover part of a pension that was part of Georgia...