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Client seperated from employer, has after-tax contributions in the 401k. Can we transfer these into a Roth IRA? Any contribution...

The after tax amount in a 401k – can be rolled over to a Roth, separately in 2008 – question...

Any software out there that you like for NUA calculations? What about bene ira calculations (presentation to clients)

A 75 year old IRA owner died without taking the current year distribution. Not a taxable estate, so no estate...

Client’s mother had a rollover IRA and passed away. We set up a rollover IRA at Fidelity to receive the...

Facts: Client will be receiving $1M+ stock (publicly traded) from mother’s IRA as a lump sum distribution. Client (and her...

A lady I know, who is 54 and retired, has been taking the dividends out of her thrift plan (from...

The original traditional IRA owner passed away on 8/9/2005. The deceased RMD for 2005 was automatically taken out by the...

If a person does a Roth conversion over a number of years, does each conversion have its own 5 year...

My client had an advisor from Ameriprise and requested a 25k withdrawal from his regular account. The advisor erred and...