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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...

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...