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I am a Federal employee who will be retiring in January 2010 under the Civil Service Retirement System(CSRS). Under that...

I have a client that owns an IRA with both pre and after tax contributions in it. Come January we...

I would need a reminder on how Roth 401K basis (after-tax) that is rolled over to a Roth IRA is...

Who offers the best software for analyzing Roth IRA Conversions?

I’ve read the relevant tax code, but while it is clear on its intent, it is short on details. If...

In reading IRS Publication 590, pages 67-69, I cannot find anything that says or implies that simply achieving age 59...

A month after the death of an IRA owner, the primary beneficiary wife also died, just before the IRA custodian...

I have a client that has pre 87 after tax dollars in their 401K. The employer has already seperated the...

Suppose an IRA owner were to convert his IRA into two Roth IRAs. In Roth “A”, he were to place...

My husband passed away in Sept. 2008 and we both have 401ks from former employers, as well as Roth IRAs....