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Showing content with the highest reputation on 05/07/2014 in all forums

  1. jpod

    Beneficiary Problem

    GMK reacted to jpod for a topic

    I don't understand why this is a difficult issue: The money belonged to the Father, so now it belong's to his estate, both for mrd purposes and for legal purposes generally. Did I miss something in the statement of facts by snmhanson?
    1 point
  2. QDROphile

    Revenue Ruling 2014-09

    masteff reacted to QDROphile for a topic

    Does the IRA custodian have any duty? The IRA custodian does not have the same concerns as a qualified plan administrator.
    1 point
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