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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...

Curious if anyone knows if inherited IRAs are counted as IRAs for the pro-rata rule when dealing with a Roth...

What happens if a taxpayer converts an ira to a roth IRA and files his 2010 return with the election...

I borrowed money from both IRA & ROTH IRA accounts in August 2009 and returned the full amount of money...

Taxpayer has two traditional IRA’s -1) contributory IRA with FMV of $18k and after tax basis of $18k. 2) Has...

we have a client that is on 72t distributions & converted to the RMD calculations…client’s 72t will end 6/2010. My...

The following paragraph was Point #4 in this recent bulletin: >>>>>>>>>>>>>>>>>> 4. Do I want to bequeath any of my...

An EE with the DOB of 6/18/1939 is still working for her ER (not 5% owner) has rolled all vol....