Site search

It is my understanding that one cannot withdraw money from a Roth IRA tax free until that money has been...

I have a retired client that still has a tax-deferred savings plan at his previous employer, Chrysler Corp. Roughly 30%...

There may not be a definitive answer to this question, but after reading Slott Report Mailbag for 8/6/2009 (question #3...

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...