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In 2001, a husband and wife commingled each of their non-deductible IRAs with each of their IRA rollovers. It is...

I was made aware of an article written in Forbes entitled Roth for the Rich (google it and it is...

This week's Slott Report Mailbag answers questions about reporting qualified charitable distributions on your tax return, rolling after-tax 401(k) contributions to a Roth IRA and taking Roth IRA losses if the investment has lost substantial value.

I HAVE A CLIENT WHO HAS A NJ LLC FOR MANY YEARS AND IS TREATED AS A DISREGARDED ENTITY &...

Hello, I spend a considerable amount of time looking after my retirement and other equity investments. They are mostly Roth/EdIRA...

With Tax Day right around the corner, it is the perfect time to answer the most popular questions involving IRA and Roth IRA contributions. Below are five of the more popular questions.

If a PARTIAL distribution of $153,893 is made from a total $538,772 IBM 401k, and the entire distribution is converted...

I’m looking at Pub 590 Worksheet 1-5: http://www.irs.gov/publications/p590/ch01.html#en_US_2011_publink1000230849 I have a simple question: how is an IRA-to-401k Rollover of Pre-Tax...

There is a little known provision in the tax code that can provide a huge income tax advantage in the right circumstances. We explain this provision and how it may affect you below.

One of the most effective ways to accumulate a large retirement nest egg is to start young. And no age is too young. In fact, the younger the better. Even a one year-old can make an IRA, or better yet, a Roth IRA, contribution as long as they have earned income – perhaps as a model in a Gerber Baby Food commercial. In reality though, most people don’t start contributing to retirement accounts until much later on in life.