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Couple, each approximately age 80, are taking MRDs. Wife dies after taking RMD in early 2007. Surviving spouse rolls over...

I’ve seen this topic many times but I couldn’t find a complete answer for this scenario. Father passes away after...

Hello. My father, a New York resident had an IRA at a brokerage firm. The IRA had 5 designated beneficiaries....

Husband died in Feb 2008 age 85 before taking the 2008 MRD. Spouse, age 80 is the named 100% beneficiary....

In April of 2007, I distributed 3K 2005 ROTH IRA because I found in 2005 contribute both ROTH and Traditional....

Hello! Due to some investment sales and my husbands new job, we apparently cannot contribute to a Roth IRA. Unfortunately,...

I have $12,000 in IRA Distributions this year, after I pay taxes on the distribution, have no other income other...

Client converts Trad IRA to a ROTH IRA in 2005. Dies in 2007. Can the 2 non-spouse beneficiaries roll over...

Can I put the total (above 5000)of a 07 after tax distribution into a new roth not yet established befor...

A client contributed a maximum 5000 (over 50) contribution for 2007. After doing taxes, they are only eligible for $2090...