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Hi, Q – Client wants to convert a whole small IRA to Roth in 2010 . 25K of the 30K...

Step 1) I currently own only one traditonal IRA consisting solely of pretax contributions. I wish to roll the IRA...

One of our clients had his attorney draft up a “see through” trust for his IRA. The client and attorney...

Example: Investor is required to take a 70 1/2 RMD of $100,000, however, only needs $75,000 to live on. It...

Hi, My question is: Can a deceased’s Roth IRA with a trust as beneficiary be rolled into a stretch IRA...

I have read the previous postings on roth conversions with 401k and AT dollars. I am familiar with with notice...

In a current estate planning engagement, the married couple has decided to make the grandchildren the residuary beneficiaries of their...

If I convert say half my IRA assets (presently a rollover IRA), to a Roth, I know I have to...

I have a client who is not yet 70.5 and therefore has not yet begun her RMD. Unfortunately, doctors have...

An employee begins contributions to his 401k for the first time in January of the year he will turn 70...