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Father died in 1996 after he began taking MRD’s for his IRA. The primary beneficiary was a credit shelter trust...

I have a client age 73 who is/was an active participant in his employers 401k. He is not an owner...

client has 97% stock in his 401k, left his previous employer 5 years ago. he is now age 50. he...

Client retires on 12.31.07 at age 74, with a 401(k). All the books (Ed’s, Natalie’s) tell us that the RBD...

Client has $2m + in his QRP, and is already past 70.5, retiring on December 31, 2007. He wants to...

I have sort of a dilemna.. My mom passed away in December 2006. She was born in July 1936. Two...

When converting from Traditional to ROTH is one taxed only on pre-tax contributions and earnings? Total IRA value is $100,000–after...

Owner of 401k dies in 2006. Leaves all of 401k to trust. Beneficiaries are three kids. One kid is 40,...

I believe I understand the federal tax treatment on company stock that I take from a company plan “in-kind” in...

My client is 49. His wife died in April 2006 with $1.5M is a company plan including $500K NUA stock...