Site search

Hello — I have the option of converting my accumulated retirement plan balance (which is a combination of 401K, deferred...

After reading extensively on this board and elsewhere on the internet, I was convinced that the question of whether conversion...

Good afternoon, When rolling a 401k to IRA – I thought I remember hearing it was better to roll it...

How do you take out $18,000 after tax amount from a $1,000,000 IRA?

I recommended to one of my clients that he takes advantage of his Roth 401k at work. His employer matches...

My clients has been advised to convert her traditional IRA to a Roth IRA over 6 years. Let’s assume she...

an outside planner has consulted our client to create a Roth IRA over a 6 year period. Currently she is...

Husband, 89, died with a $670,000 state qualified retirement plan in November, 2009. Wife was primary beneficiary but disclaimed her...

My client has been advised that if he converts his after tax 401-K money to a Roth IRA, he may...

This week's Slott Report Mailbag discusses some complex, timely issues involving the myths about Roth conversions and the ability to stretch the tax paid on a Roth Conversion over three years. Can that be done?