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My question is regarding applicability of RMD for an IRA
My question is regarding applicability of RMD for an IRA left by a deceased wife to young grandchild. Grandmother died at 91 ten days ago and 92 year old husband is trustee. Grandmother left IRA Vangu… read more
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A 90 year old taxpayer passes away on 6/20/16. Prior to her passing, she took 1/2 of her required 2016 RMD of 114,000 from her IRA. After her passing, her 3 beneficiaries (ages 50 - 58) each took thei… read more
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In 2014 my father Clarence passed away at age 70. Clarence
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When dad passed away he left his IRA to me (I was beneficiary).
When dad passed away he left his IRA to me (I was beneficiary). He has been gone for a few years, but the broker told me I had to take the same RMD figures based on my dad's age. I was recently told I… read more
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My mother died in 2011. She named her 7 grandchildren as beneficiaries
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I am trustee for a Trust that is the beneficiary of an IRA
I am trustee for a Trust that is the beneficiary of an IRA in CA. the Trust identifies 50% to a special needs Trust and 1/3 of the remaining 50% to two sons and me. One son wants the money transferred… read more
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Virginia Probate question- My father left his 401k with no
Virginia Probate question- My father left his 401k with no named beneficiary so it will go into estate. I, as his son, am sole heir to the estate (and administrator)and want to know how I can defer ta… read more
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