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In February 2006 a potential client became sick and was unable to peform her job any longer. Her company did...

Yesterday I thought I had created a second Roth into which I did a TIRA to Roth conversion. Problem is...

Self-employed therapist (sole prop) established a SEP IRA years ago for (employer) pre-tax savings (not certain whether this is an...

Sorry if the question has been answered before; I don’t follow the forum as often as I used to. Client...

I want to roll my 401k to a Roth. I have post tax money that I know won’t be taxable...

First, thank you to Alan-Oniras and Mendax68 for your replies to my previous post “Forms 1040/8606 with a 401K Rollover...

I have a client with terminal cancer – she’s not expected to live more than a year. She’s thinking of...

I have a client who has the following accounts: Rollover IRA with $300,000 (all pretax) IRA with $250,000 ( $50,000...

According to Mr. Slott’s books the stretch is based on the projected life expectancy of a designated beneficiary according to...

My client has both IRA’s and an old 401(k) from a previous employer. His IRA’s have some after-tax contributions. He...