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I am working with a client to roll over his ex-employer 401(k) to an IRA. We talked with Fidelity who...

Is the taxation rate recalculated each year for IRA withdrawals? If an IRA had $30k in after tax contribution and...

I’m a little unclear on the potential taxation of after-tax dollars that are rolled over from a 401(k) into a...

My company’s 401K plan allowed for after tax contributions. When it comes time to start withdrawals, how do I indicate...

I have a client that would like to do a Roth conversion. She is retired and has her assets in...

by David by David (for Alan) Thanks very much for your replies several days ago. I have prepared the following...

Assume: Amount to convert, $160,000 early in 2010. Age 64 December of 2009. Federal tax 35%, State tax 8% or...

A client has approximately $1,500,000 in a company sponsored profit sharing plan, of which she is the only employee and...

I HAVE A CLIENT HUSBAND AND WIFE AND HAVE TWO ADULT DAUGHTER. THE WIFE HAS 200,000 IN AN IRA THEIR...

Is there a specific deadline date to retitle a nonspousal inherited IRA which is not from an employer qualified plan?...