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Can my after-tax contributions in my employer’s retirement plan be converted to a ROTH IRA tax free?

I have a client who made about $200,000 for the tax year 2008 and maxed out (with the catch up)...

Hello! If a client makes an excess contribution to an IRA but does [b]not[/b] remove it by their tax filing...

My clients mother died last Nov. She had a IRA that had the trust as beneficiary. We sent Metlife a...

I am presently making monthly withdrawals from my previous employers 401k – Retired in Sept 2006 over age 55 when...

While I do not offer fixed indexed annuities, I was posed this question: Many people who bought fixed-index annuities put...

Hi. My case is very similiar to another regarding an IRA without a beneficiary. My father died in 2003 at...

A 401k participant age 49 died this year. The only primary beneficiary was a 50 year old spouse of the...

We don’t often see ROTH 401ks – are there many out there? My fact pattern now is that a closely...

If an individual rolled over after tax funds prior to the law change allowing direct rollover to ROTH and has...