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The decedent died in 11/07 after her required beginning date with an IRA and an annuity. What options are now...

The recent questions involving a spouse remaining a beneficiary rather than rolling over to own Roth raises this question for...

I have a new client that began a 72t distribution in 2007 using a divisor of 29.6 on a balance...

Wife passed away in 2007 and left husband with inherited CD’s at a banking institution. The CD’s have 6 years...

Do the new rules allow a rollover of only the after tax portion of 401k contributions to a Roth? If...

Well, checking my inherited IRA account, the 401k rollover showed up around 8:00pm est. Nothing like cutting it close. This...

A client who is 80 years old received a letter from her former employer (She worked with the employer from...

I have lately run into many Joint Trusts, especially from the left coast. To me they are difficult to work...

Hi all, A maried couple “client”, has two daughters and two grandkids. They want to leave 40% to each daughter...

Hi! Thanks for all the great info I’ve found so far on this forum. I have a few more questions...