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Hello, I have been through the Answer books and the ASPPA books and cannot find guidance. Please help. Let’s say...

My dad passed away 8/19/07 he was 77. He had a Traditional IRA which he named myself and my three...

A client is 57 and is considering early retirement from a company he has worked at for over 30 years....

My clients are federal employees with the ability to contribute to a program known as the Voluntary Contribution Program. They...

I have a client who is afraid his wife would spend it all within a few years. What kind of...

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...