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I have several questions about IRA/Roth conversions. Both my wife and I have IRA accounts and in our 70s. I...

I have been working with clients this year heavily on converting after-tax contributions in 401ks directly to Roth IRAs. The...

My client was terminated from his postion. He is 58 yrs old. His 401k had pre tax and after tax...

Dad sets a up a revocable trust which owns 2 IRA’s and other taxable investments. The 2 beneficiaries are adult...

I listened to Ed’s 1-hour webinar where he talked about setting up a trust as a beneficiary for your retirement...

I was under the impression that the best way to leave your RIRAs to your children was to make them...

In 2009 I had no expectation that I would be eligible to do a TIRA to ROTH IRA conversion because...

client has pre tax dollars and post tax dollars. Client is under age 59 1/2. 1) if the client takes...

It seems that there could be potential traps when trying to do a Roth conversion and recharacaterization. Consider the following...

If a person converts their IRA to a Roth and then makes a non-deductible IRA contribution shortly thereafter but in...