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I am trying to understand the operational side of this strategy upon the father’s death. This is my understanding; upon...

We can all agree that the IRS caused major problems by originally making the Non-Spouse Rollover provision of the PPA...

I have run into something with the custodian of my Dad’s IRA. I have three siblings and we intend to...

I have an IRA with monies from a roll over of an employer retirement account in 1996. Not knowing how...

THere are three partied involved in this situation. Father (deceased), ex-wife, children beneficiaries. Father retired, applied for benefits from the...

Two inherited IRAs are owned by an Irrevocable Marital Trust. I do not know the history, but both are titled...

IRA and pension owner died in 2002 (age 40 at death). Left IRA and company pension plan to 8 year...

My father’s IRA has been transferred to his estate, and my brother and I are the beneficiaries of the estate....

If a surviving spouse inherits an IRA (non-rollover), can she subsequently roll it over to her own, e.g. after seven...

My father died in 2005 and I inherited an IRA from him. I started taking RMDs in 2006. My brother...