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A rollover was requested by a plan participant from the former employer Plan to a personal annuity IRA. Both banking...

Hello- My client moved after-tax contributions ($1,300) and earnings ($200) from their 401k to their Roth last year. They received...

Hello, 1. I received lumpsum distribution of pensions and were given option for direct rollover (where checks were written out...

As “The New Retirement Savings Time Bomb” Launches at Best-Seller Status, America’s IRA Expert’s Public Television Special Airs Nationwide With...

I retired from law enforcement (Florida) at age 55 and after 25 years of service. I put my retirement fund...

In March 2020, I made max $6000 contributions for both 2019 and 2020 tax years to (mistakenly) my Roth IRA...

Fact pattern referenced below. -IRA owner died in 2016. DOB 7/19/1938. DOD 3/31/2016 -the beneficiary form directed 25% of the...

can i convert ROLL OVER IRA by paying tax and convert to ROTH IRA. Is it possible to trnsfer converted...

Contemplating a multi-year conversion plan for both spouse and I using this strategy (spreadsheet). Wondering if there are any special...

I left a company in December 2020 and rolled my Fidelity 401k amount ($55,000) to a Vanguard IRA. In January...