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I saw this “Ask Ed Slott” item in an online Financial Planning magizine articel asking about the kiddie tax and...

I have a client who recently remarried. His attorney updated his will. When my client passes away, a trust gets...

IRA owner died in 2007. 50% of DB is payable to a charity. I suggested the charity take out 50%...

There have been some great posts on this, but I want to make sure I understand how to handle my...

We have a client who would like to leave a portion of her Inherited IRA to a niece and nephew,...

My question concerns a Keogh Plan. I read in Ed’s book, “The Retirement Savings Time Bomb” that a 401K, 403b...

In Nov 2004 I converted an IRA to a Roth IRA. The dollar amount is about $4,000. I later discovered...

I am working with a client who’s dob is 12/14/48. He is retiring from his employer (Chevron Corp.) on 1/24/08....

This is a somewhat complex situation. A couple years ago (mid 2005) my father passed away and left his profit...

My Dad passed away in ’06 at 80 years old. He was not married. He left my brother and I...