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I will be forced to begin taking Minimum Required Distributions soon. Can I transfer that distribution to my ROTH after...

I am retired and I will be starting RMD’s next year . I turn 70 next month. I thought that...

I have a client that has $884k in IRA, of which $81K was After Tax Contributions. What is taxable portion...

I recently rolled an IRA from another advisor into an existing IRA that I manage for a client. When client...

Say you are age 56 and elect the fixed amortization method of calculating SEPPs under 72t for years 1 and...

Can the after tax portion of the 401K be rolled to a Roth IRA while simultaneously rolling the pre-tax portion...

What is the status of Section 165 theft losses in a non-deductible or Roth IRA? Can they be written off?

[b]Small Business Jobs Act[/b] As you may know, the Senate could not get the Tax Extenders bill passed (a bill...

I was asked a question from someone who just quit their job. They have money in the 401(k) of their...

Do you have to wait one year to convert to a roth the non taxable monies remaining in an IRA...