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In my previous employers 401K account (I’m retired now) I have after tax contributions that I wish to be rolled...

How to calculate the taxable amount in a conversion from non-deductible traditional IRA to a Roth IRA? I am given...

401k to roth,,,,,,if the funds miss the 60 day window to convert, and taxes have been paid on the money...

A new client missed her 2018 RMD distribution. I’ve completed Form 5329 per your April newsletter recommendations and intend to...

My client sent me a 401(k) Vanguard memo that his employer plan now allows his after-tax contribution automatically converted to...

I am the executor and sole beneficiary of a 76 year old friend’s estate who died in 2016 that included...

I have a question I am hoping someone can answer for me. I have a client who is self employed...

Just recently relocated back to the Great White North and considering moving my IRA to RRSP’s in Canada, especially now...

I am over 59.5. I have retired and plan to use NUA technique to take out company shares out of...

We have a client who is wanting to take out money from his IRA. He has contributed $43,176.50, but according...