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The issue we have faced with one of our clients is that the client receives a 1099R at the conversion...

IRA holder passes away at age 62 in April. No beneficiary designation on IRA and no will. A close attorney...

July and August’s newsletters refer to the timeframe an individual can “re-convert” an initial Trad-IRA / ROTH conversion. I am...

I had an IRS agent deny a 10% IRA early withdrawal penalty exclusion for medical expenses because the distribution exceeded...

I would like to max out a client’s 15% federal tax bracket by converting traditional IRA $ to an existing...

Client rolled out of qualified plan his after tax 401k into an IRA. Can this account be converted to a...

Decided to start a new thread to continue this discussion. Alan, The reason you must enter Roth contribution basis on...

First off I posted a question in another forum and then they have redirected me to this website to ask...

Dad died at 86 in May and had been taking RMD since age 70 1/2. Credit Union is willing to...

Chart: Beneficiary Options 2009 2 Charts: Death Before Participant Reached Required Beginning Date (RBD) For Taking Minimum Distributions and Death...