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After reading extensively on this board and elsewhere on the internet, I was convinced that the question of whether conversion...

Good afternoon, When rolling a 401k to IRA – I thought I remember hearing it was better to roll it...

How do you take out $18,000 after tax amount from a $1,000,000 IRA?

I recommended to one of my clients that he takes advantage of his Roth 401k at work. His employer matches...

My clients has been advised to convert her traditional IRA to a Roth IRA over 6 years. Let’s assume she...

an outside planner has consulted our client to create a Roth IRA over a 6 year period. Currently she is...

Husband, 89, died with a $670,000 state qualified retirement plan in November, 2009. Wife was primary beneficiary but disclaimed her...

My client has been advised that if he converts his after tax 401-K money to a Roth IRA, he may...

I have a client who is concerned that her husband will be losing his job, he has cancer and they...

The wife inherited her husband’s IRA he was 60 when he died this year and she is now 55. Is...