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I want to move money to a new ROTH from an IRA that has before-tax and after-tax money and earnings....

1. Wife usually contributes to a traditional IRA and does a backdoor Roth IRA shortly after. Husband has been contributing...

After reading Ian Berger’s informative article on Top Hat plans, I have this question: If an employer contributes to an...

I understand that recharacterizations of Roth conversions are impermissible for 2020; however, are recharacterizations of Roth contributions permissible after a...

Does a Roth Conversion need to be fully completed by the end of the year. Or if you take an...

ran a scenario for client, MFJ , both participate in employer pension, AGI before Roth Conversion was 110,000, Roth conversion...

Husband converted IRA to Roth IRA that was established over 5 years ago. Husband passed away in 2019 at the...

Facts: Client made a $600 contribution to Roth account in 2019. Client filed MFS with income greater than $10K. The...

We both (spouses) converted a modest sum from Pretax 401K to Roth 401K early 2020. Then COVID hit and election...

Client’s mother passed away in 2019. Trust is named as beneficiary for IRA’s and 403b. After checking with current custodians...