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In 2009 an individual could make up to a $100,000 contribution to a charity directly from your IRA and it...

We were under the impression that someone with after-tax money in a qualified plan could convert that separately from their...

Two questions on 2010 Roth conversions: 1) As I understand it, you can claim 2010 conversions in 2010 or spread...

Hello Everyone, A client of mine has contributed $6,000 in 2009 to her Roth IRA. After meeting with her accountant,...

I’ve been searching the forum for hours, but can’t find the answer. I’ve got a client who inherited and ira...

My wife inherited $15,592.36 in cash. She mistakenly deposited this money into her traditional IRA and the custodian coded it...

Has the gov’t extended the ability to gift tax-free from an IRA directly to a charity if over 70 1/2...

I want to verify my method of tracking the AFTER TAX contribution to IRA’s once you begin to draw out...

A recharacterization strategy that is talked about often is to convert investments or assets classes into separate Roth IRAs so...

I have a client that has company stock in his 401k that we are possibly looking to distribute into a...