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Let’s say, a person takes a TIRA distribution in late 2010 to cover year end expenses. In 2011, he takes...

I believe the bulk of account 250k is principal and after tax. the interest is 50 $300k total. This individual...

Scenario: Female, age 69 receiving state (Ca) disability which expires in Feb, 2011. Employer just terminated her. She wants to...

If I started a 72t on 12/5/2007 with an annual distribution. Full distributions in January 2008, 2009, 2010 and planning...

There is much hype on Cost Basis reporting. (a) Is this applicable for IRA or retirement type of accounts? (b)...

Question: client separates from service, wants to roll over his Roth 401k money to his Roth IRA. His existing Roth...

Decedent died 11/07 at age 63, with spouse age 54. He had taken retirement payments prior to his death. After...

Contributions to a regular IRA were non-deductible (after-tax). Is the conversion to a Roth tax-free? If some contributions were pre-tax...

If I have a SEP IRA ($40,000 all pre-tax) and a TIRA ($10,000 all after tax)and want to do a...

My client has, as part of his employer’s retirement plan, a 401k and an ESOP. HIs VanGuard statement indicates his...