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Hi, Just want to confirm: Does taking after-tax contributions from a 401k after a trigger event (separation from service) void...

When is the percent of after-tax dollars determined on a Roth conversion? Is it at the time of the conversion...

I plan on completing an in service After Tax 401K to TIRA and Roth indirect conversion. First I request my...

Does the income limit for Roth Conversion go away permanently after this year?

Child has earned income but uses the income for bills. Can parent make the Roth deposit for child from parent’s...

I saved a draft of my intended reply to a posted topic since it was incomplete. How do I access...

An advisor I work with has a client who has an $500,000 IRA and $3,300,000 vested balance in his former...

Can the bene of an IRA liquidate the balance in the year of death and have the taxes paid by...

I have a 74 year old client who will retire Jan 2011 from his main employer with a 401(k) plan....

I made a sizeable Roth conversion in 2010. When is the Federal and NJ State tax due on this? Included...