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The situation is as follows: 1) Money taken out of a qualified plan and put into a rollover IRA conduit...

I am about to rollover my Anuity IRA with Midland National to a Roth IRA through Atlantic Retirement Services. My...

What is the proper code for box 7 on a 1099-R for a traditional IRA conversion into a Roth IRA?...

i asked fidelity to roll my pretax money to a ira and to send another check for after tax money...

I am middle aged and single income earner. I have a good amount saved in my IRA and 401k and...

I understand that if I recharacterize a Roth IRA conversion I can’t reconvert the same funds back to a Roth...

Having read an excellent article by Retirement Weekly (“12 Traps to Avoid When Converting to a Roth”) of which there...

Having read an excellent article by Retirement Weekly (“12 Traps to Avoid When Converting to a Roth”) of which there...

Situation: I have a 401(k) plan and take the employer stock out in kind paying income tax on the cost...

I have a client who has just made a Direct Rollover of his 401k to his IRA. The IRA has...