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Alan et all: Would like your opinion on the following thread copied from another forum-Bogleheads.com. The post is part of...

I have a client that had the option of self-directing assets from his firm’s qualified plan (money purchase pension plan)....

My question has to do with separating before tax and after tax contributions to a traditional IRA in order to...

We converted several IRA clients to Roth IRAs at 12/31, some who had holdings from several years back. Our custodian...

I have a client who took a rollover from his IRA to pay some expenses. Within 60 days, the money...

I have been contributing to both Traditional or Roth IRA’s over the past several years all in compliance with the...

Employee rolled over his full 401(k) plan into his IRA in 2011 but will retire in 2011. If so he...

I would appreciate some clarification. If a distribution was made in November 2010 from a rollover IRA directly to a...

I have multiple IRA types: Pre tax Traditional IRA After Tax Traditional IRA Pre Tax Rollover IRA from a previous...

I understand that the tuition for Private schools for High School was to expire after 2012, but with the changes...