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Back Door IRA

I might be losing it 🙂 I thought I read somewhere that when one opens a Traditional IRA (non-deductible) with...
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The 10% Penalty and Converted Funds – Five Things You Need to Know

The Roth IRA rules can be complicated. One area that is especially complex is understanding how the 10% penalty applies to converted Roth IRA funds. Here are five things you need to know if you already have converted funds in your Roth IRA or if you are just trying to decide whether Roth conversion is the right strategy for you.
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America’s IRA Experts are in Las Vegas!

This week, Ed and I (Jeffrey Levine) are in Las Vegas for the first ever AICPA Engage Conference. Engage has taken some of the biggest (and in my humble opinion, best) AICPA conferences, such as the Advanced Personal Financial Planning Conference and the Advanced Estate Planning Conference, and merged them into one giant conference.
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401K After Tax Transfer

We have a client that is taking an in-service distribution from his 401k, the distribution will be a direct transfer-rollover...
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Important Ages in Retirement Planning

Catch-up contributions for most retirement plans and IRAs can be made beginning in the year you are going to turn age 50. The only plan that does not allow catch-up contributions is the SEP IRA. The following are the catch-up limit amounts.
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72(s)

What happens when you have a parent who had a non-qualified annuity and they die with their non-spouse beneficiary electing...
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