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An individual with both pre-tax and elective after-tax contributions (but not Roth) would like to convert their after-tax assets only...

I converted my entire IRA to a Roth in March. Afterwards, I made a non-deductible IRA contribution to my regular...

Our client died Sept 2009. He had not taken his RMD, 89 years old. His wife, age 87 at the...

I rolled over $5000 of after tax contributions from my employer 401k plan to a TIRA in 2009, while still...

So the client inherits an IRA from her 98 year old Aunt in 2009. Client is age 70 in 2010....

H – 54, S – 49 in 2009 – Roth Contributions – H – $6k – S – $5k ($3k...

Is anyone using a software package that takes into account current and future tax rates as well as all of...

After a Roth conversion are future gains in value or future withdrawals subject to Alternative Minimum Taxation?

Hi All, I’m trying to decide to see if I should fund my 401k with after tax money and wanted...

Friends, I am looking for a description of the mechanics for this situation. Client correctly set up a Roth IRA...