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client has 1 trad IRA, no nondeductible contribs. client converts 50% of trad IRA into one Roth IRA and 50%...

Good Afternoon: My firm’s clients have shown significant interest in converting to Roth IRAs, but so far I have been...

I am a financial advisor and probably will not be able to contribute to my own Roth in 2010 because...

http://www.leimbergservices.com/membersonly.cfm?nl=lis_ebr_511 It looks like the great Qualified Plan Pro Rata Distribution debate may be put to rest. IRS Notice 2009-68...

If client does Roth IRA Conversion in regular IRA account (one account number), then rolls it over to a fund...

After converting a SEP-IRA to a ROTH IRA, the money put into it by the employer will be taxed and...

If a client has a Roth for 8 years. They now wish to convert another IRA to Roth, does this...

Client MAY have a terminal illness and converts hisTIRA to Roth and elects to defer taxes. Two questions: 1. Does...

Is the pro-rata rule based on what happened during the entire year summarized as of 12/31/2010? Or as the events...

In the January issue of Financial Planning, Ed said that 401k plan participants “can also do Roth conversions as long...