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The King of the Land wanted to send 100,000 of his greatest warriors off to battle. However, he was told that 20,000 of the warriors needed to remain behind to protect the castle. The King of the Land did not like this news. He wanted a full complement of soldiers in the fight. So, the King of the Land decided to send all 100,000 warriors off to battle, and he used an additional 20,000 warriors from another army to protect the castle. The investor wanted to convert $200,000 of his traditional IRA to a Roth IRA. However, it was recommended that he withhold 24% for taxes. The investor did not want to send only $152,000 to his Roth.

Hi. My son started his first job after graduating from college. His employer offers a health plan that has a...

My 401k account holds Company Stock from both pretax and after tax contributions. I am considering an NUA on all...

Client owns a business and has one employee who does not participate in company SIMPLE IRA Client wishes to make...

In reading the language of SECURE, it seems to me that a lifetime stretch payout is optional for an eligible...

Business’ current retirement plan permits after tax contributions , both by payroll deduction and personal checks. Recent question – can...

For 2017 and 2018 I put in too much into a Roth IRA for my son (a minor). It totals...

I am looking at using NUA to do a lump sum 401K distribution. My 401K only contains company stock purchased...

I have read the article (https://irahelp.com/comment/61569#comment-61569) concerning NUA stock cost basis and have the following question. Pre-tax $1,200,000 After tax...

Hello- Client made the following transactions in 2019: 1. Rollover from qualified plan (with both after tax and pre tax...