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Hi all, So glad I found this forum. For context, I inherited an IRA from my dad who passed away...

In another installment of MarketWatch's video series, Andrea Coombes interviews Ed Slott and Jack Nuckolls about the complexities of IRAs and taxes, while asking a question many consumers are asking their financial advisor at this very minute: Is it time for a Roth IRA? This video walks you through the process along with the Roth conversion conversation every consumer should have with their financial advisor. This video is part of a three-video series.

In an interview with MarketWatch's Andrea Coombes, Ed Slott and Jack Nuckolls discuss strategies to reduce your tax bill before 2013. Taxes are going up (tax on investment income, 3.8% healthcare surtax, income tax rates for the highest earners are heading to 39.6%), and Ed provides several strategies you can use to avoid the uncertainty of future tax rates.

Ed Slott was interviewed by MarketWatch's Andrea Coombes in a multi-video discussion on IRAs, how to avoid a big tax hit and how to avoid the penalty-induced mistakes many individuals make. This first video features Ed and Jack Nuckolls in a discussion about IRA mistakes you don't want to make...unless you want to see penalties and plenty of taxes in your future.

Phase-outs apply to many items on your income tax return. This means that if your adjusted gross income (AGI) exceeds specified limits, your eligibility to deduct certain items will be cut back or curtailed altogether, including deductions for contributions you make to traditional IRAs. When your income increases, you could lose lots of otherwise allowable itemized deductions as well as personal exemptions.

When an individual exceeds the income limits for contributing to a Roth what is preventing him, and for simplicity no...

Client has a Roth 401-K at his company. He is 80% owner with a 20% partner therefore he can modify...

I recieved a phone call this morning from a woman in Medford, Oregon. Her husband died in Septemeber of 2009...

I had a 401k at Fido through ATT.It was/is all pre tax $$. When I left ATT I rolled it...

A client requested distribution on Dec. 22 for the 2011 tax year by EFT transfer to spread the dsitribution over...