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Is there any reason to keep an IRA that contains mostly after-tax contributions separate from an IRA that is all...

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...