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For those plans that allow the rolling out and conversion to a Roth IRA from a 401k after tax contribution...

A little help please….I have a client that is trying to get all of her inherited accounts in order and...

Someone mentioned that many corporate 401k plans allow after tax contributions (up to $10,440 annually) to be rolled out to...

Hello, I converted 2 separate IRAs into ROTH IRAs in 2010. I realized that I needed to recharacterize one of...

Hello, I made a big mistake. I thought that a ROTH IRA recharacterization request was similar to a ROTH conversion...

I have a client with a unique situation. He is an employee of an airline that went throught the bankruptcy...

Hello all. I am starting with a new employer and will be starting a SIMPLE IRA in 2012. This is...

Was at Ed’s seminar in Hartford CT summer 2010 and converted a SEP IRA to 2 separate Roth accounts. Thought...

I want to get an automatic 6-month extension of time to file Form 1040. Is paying my estimated federal income...

My mother was receiving monthly voluntary (not RMD) distributions at time of her death in 2012, those distributions are scheduled...