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1. I have a client who has an IRA that is mainly after-tax contributions. Can she roll that to a...

My father died in 1999 and left my mother (23 years younger) as the beneficiary of his IRA. He had...

I have a client that received a QRDO from her Husband’s retirement account in 2006.She left the money in the...

Can after tax contributions made pre 1987 within a 401(k) be rolled over to a Roth IRA? It is my...

The 2009 RMD from one account was distributed before I contacted the institution saying I wanted to waive the 2009...

Pro-Rata rule clarification. I have a client who is the bene of his fathers IRA. He has opened an after...

Have Annuities (both variable and fixed) half are in an IRA,half are after tax annuities.In the estate planning do the...

I know that I can purchase rental property with my Roth IRA and take any profits back in tax free....

[b][u]Facts[/u][/b]: Client is woman who turns 58 in 2010. Her husband died in 2009 at age 73. In 2009 Client...

Company automatically rolled client’s after-tax contributions into a rollover IRA. How do we determine which part is taxable? Is is...