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I have a client who is retired (62) and will take advantage of the 2010 Roth conversion for his IRA...

Client has 401K of 100K. After tax contributions make up $10,000. How does he get the $10K into a roth,...

If an individual over 70-1/2 has an employer funded SEP and is still working (and receiving annual contribuitons to the...

I am converting my traditional IRA to a Roth IRA on Jan 1, 2010. After paying the taxes on the...

Has anyone used any software or conversion calculator (that they’d recommend!) to help them figure out whether/how much to convert...

Realizing that an RMD is not required for this, the first year of a inherited, non-spousal Roth IRA, we are...

While I may be wrong I have seen nothing in Pub. 590 suggesting an age limit for recharacterization of IRA’s...

It seems to me that there is nothing to demonstrate how to calculate the fed income tax on a roth...

I read Ed’s book on stretching IRA’s and am convinced I did the right thing when my mom passed away....

My client filed paperwork with an Insurance Company to transfer his 403B to a self-directed IRA. The insurance company told...