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If a PARTIAL distribution of $153,893 is made from a total $538,772 IBM 401k, and the entire distribution is converted...

I’m looking at Pub 590 Worksheet 1-5: http://www.irs.gov/publications/p590/ch01.html#en_US_2011_publink1000230849 I have a simple question: how is an IRA-to-401k Rollover of Pre-Tax...

I do not have an existing Roth IRA. However, I am eligible to convert an old 401K (from a previous...

Hello, In 2011, I helped a minister convert his 403B to an IRA after he was laid off. His accountant...

I have a client who rolled over part of a savings investment plan from an auto company into a Traditional...

Assume IRA owner is age 80. Assume spouse is sole beneficiary and is also age 80. Owner dies at age...

Taxpayer has an After-Tax IRA with $20K balance and $39K cost basis (reported on Form 8606), and also a Pre-Tax...

AUL (Indianapolis, IN), is apparently scouring their orphaned contracts with the Social Security Data Base and sent a letter to...

Last year at age 51 I rolled a 401k from my previous employer to an IRA. There was $5,000 in...

Individual has left company and had a small amount in qualified plan( 401(k)) and wants to move the funds into...