Site search

Hello- When converting your IRA (that has basis) to a Roth and determining the amount that is taxable, my understanding...

First thank you very much for your help! I will try to make this short, but it is very convoluted....

Hi, My wife has some after-tax basis in her IRA. She is currently a full time mom and our plan...

I am 72 and have converted most of my IRA to a Roth IRA (PAINFUL!) My wife is still working...

individuals father died in 2020 and left her as beneficiary of a non qualified annuity with significant gains. There is...

I received a question today regarding the timing of a spousal rollover and whether or not it effects the RMD...

a client distribute 401K rollover to his IRA account and his rollover company cut one check with both pre and...

a client distribute 401K rollover to his IRA account and his rollover company cut one check with both pre and...

I was working with a currency trading company called Sushi Global and a manager named Ron Park. I was using...

Question: Good afternoon, Mr. Slott. I am trying to complete my taxes for last year, and the tax agent is stating that, because I had two 401(k) rollovers (each from a different employer), that I would be charged a penalty for one of these.