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I have a client who’s brother recently died. He had unfortunately left his 401k beneficiary as his estate. The deceased...

for those who want to move after tax dollars from a 401k to a roth – whats the best way?...

Roth IRA questions continue to come in to advisors. Click to read this week's top question.

I was just looking at publication 575 and came across some interesting wording. I makes it seem that even a...

talk about bad timing.. i had a client whose wife passed away early this year. she left about 100k of...

Beneficiary of a non-spouse post-retirement death benefit from Boeing. The document says he can roll it over to IRA or...

in 2011 can a couple with agi of $4,000,000 convert from an IRA to a ROTH? When will taxes be...

Can Distributions form a traditional ira or even a roth ira that has not met the 5 year requirement potentially...

I have a 2 part question here that I have been getting many conflicting responses from collegues and online reads...

My client accidentally contributed the after tax portion of his 401(k) rollover into his traditional IRA. He wants it back...