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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...

Seems to me a big factor in determining whether (and how much) a person who has co-mingles deductible and non-deductible...

Background: An individual was a US Citizen, died and left their IRA to their surviving spouse who is not a...

I have a very big bet on Uncle Sam keeping his word about all the trillion of dollars now in...

It’s been a few years since I took Ed’s course, but I remember his description of a great trick for...

!00% agreement (is that ever possible?) that After – tax contributions to a 401(k) can be rolled over into a...

Can the after-tax contributions to a 401k plan be rolled to a Roth IRA?

I have a traditional IRA, ($80,000)fully taxable, and a rollover IRA from 401k($320,000) also fully taxable. I would like to...

A client of mine would like to roll over her assets from 2 different company plans to an IRA. She...