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Rule clarification: I am currently in my companies 401k plan and retired this year at 55. I have pretax and...

Calculating Roth conversion taxes due (or any taxes due from withdrawals)– If the individual is still working with an active...

We have been waiting for definitive information from the IRS on this issue for some time now. The American Benefits...

Scenario: 2005 IRA Owner deceased prior to required beginning date Son named as primary beneficiary IRA retitled in same year...

If someone converts funds that are both deductible and NON deductible from an IRA to a Roth and needs to...

What is the outlook for the $100,000 restriction after 2010?

Man, trying to work my way around these IRA rules makes me feel like I am trying to find my...

I am considering conversion of a portion of my and my wife’s IRA’s to Roth IRA’s in 2010. Since we...

Good afternoon all, I am looking for input on AMT when a client elects to act on company stock options....

Hello, I have read a lot about this topic in the forum, but I still need a little clarification. I...