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Is there a new 5 year clock rule on Roth Conversion funds converted after 59 1/2?

Taxpayer, still currently employed has 401k balance worth $3,000,000 which is comprised of $400,000 of after tax contributions; $1,200,000 of...

Great Q&A here as always! Hoping you could help us as well. My friend had been making after-tax auto contributions...

Hello, I’d like to rollover after-tax contributions in my 401(k) to a Roth IRA and the associated earnings to a...

I moved all pre-tax IRA funds into a Keogh plan earlier this year and now only have after-tax (plus a...

Employer allows for additional contributions to my 401k (an option for those who have maxed out the over age 50+...

The proposals currently in discussion at the Federal gov’t regarding Roth Conversion of non-deductible IRA contributions may end conversions after...

Death of TSP owner in 2021, all traditional funds. I am a non-eligible designated beneficiary. Told I could use the...

Hi All!!! I was hoping you could verify my understanding of the current IRA distribution rules. I am the Executor...

I’ve seen it written different ways and different timeframes, I just want to clarify some specific questions. I put the...