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Well I have a few questions here all relating to after-tax contributions. Situation 1: I have a client with $85,000...

I’d like to pose a question about IRA and appointment to trusts. Case in point. A will stipulates that at...

Is there any way to gift a small IRA without withdrawing the funds and paying the taxes? If so, can...

My client is creating two ILITs; One with children as primary beneficiaries and one for grandchildren and future gen as...

After much research, I have discovered that Canadian Royalty Trusts should not be held in an IRA, since you miss...

I’m an executor of a small estate and believe all accounts of the deceased have been closed with zero balances....

Two questions for Ed: 1. Are you going to be my area (Seattle, WA) for a workshop any time soon?...

“Long awaited. Comprehensive. Complex. These are just some of the words being used to describe new final IRS regulations that...

We have several clients that currently work for a local Kraft plant. They are nearing retirement and we have discussed...

I have a rollover IRA with majority after tax contributions and some pre tax conributions (match and earnings) that want...