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Have a 81 year old with no extended family, that put everything into his trust, including his IRA assets (which...

My mom needs to disclaim my dad’s IRA in favor of their 6 children listed as contingent beneficiaires. Is there...

I inherited two IRA’s that were left to the IRA owner’s estate. No designated beneficiary, just the estate of which...

If a client wants to restrict the beneficiaries from being able to spend all the IRA at one time etc...

If beneficiaries are a trust benefiting children or left direct to children… 1. Prior to death (now) can either of...

I have a client who worked for Divita and owned stock in their 401k. She left the company about 5...

My client worked for and retired in 1992 from Smurfit-Stone Container. Within her 401K plan she bought the stock of...

Does anyone know if the Fed Budget continued the practice of Chariable IRA Gifts? One can make a gift direct...

In regards to the “Stretch IRA is Saved” article in the recent newsletter, is it possible to stretch IRA distributions...

Here’s a two part question. If a client has a 401k made up of after tax $ and pretax $,...