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[code][/code]a client has an IRA that includes both after tax contributions as well as money from an old 401K. Is...

Hi Ed, Hope this finds you wlll and you remember me…..I know you meet tons of individuals. Can you please...

Plan participant who has a 401K that has pre-tax contributions and some after-tax contributions. The nontaxable balance is identified in...

Divorce can often take an emotional and financial toll on a family. But far too often, the financial toll is made worse by poor decision making, foolish actions or simply, just poor advice. Below is a brief overview of the procedures that should generally be followed when splitting retirement accounts pursuant to a divorce so that you can avoid many of the common mistakes.

Texas resident. A community property state. Roth IRA. Beneficiaries listed by deceased: primary is spouse, secondary is the kids. What...

Here is Ed Slott's interview with Tracey Byrnes on the Willis Report, talking about Roth Conversion Planning. The interview is from late December, but still applies if you decided to do a 2010 Roth Conversion. Click to watch the video.

I’d like a little advice about “running the numbers” here. Scenario: I buy a $100K rental unit outright (no mortgage)....

Alan et all: Would like your opinion on the following thread copied from another forum-Bogleheads.com. The post is part of...

I have a client that had the option of self-directing assets from his firm’s qualified plan (money purchase pension plan)....

My question has to do with separating before tax and after tax contributions to a traditional IRA in order to...