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I will be forced to begin taking Minimum Required Distributions soon. Can I transfer that distribution to my ROTH after...

I am retired and I will be starting RMD’s next year . I turn 70 next month. I thought that...

Some taxpayers who did Roth conversions earlier this year have seen their account values drop. As a result, they are considering doing a recharacterization of their Roth back to an IRA. But maybe they should wait a while. Why? Maybe, if they wait long enough, the Roth account will recover and not need to be recharacterized. The better answer, however, lies in the rules for reconverting assets once they have been recharacterized.

I have a client that has $884k in IRA, of which $81K was After Tax Contributions. What is taxable portion...

I recently rolled an IRA from another advisor into an existing IRA that I manage for a client. When client...

This week the Ed Slott and Company IRA Discussion Forum featured a question on whether or not a trust as a SEP IRA beneficiary should be any different than it would be with a traditional IRA account. The answer to that question is not really, but the relationship between SEP IRAs and traditional IRAs can be a confusing one. Want to see how?

Say you are age 56 and elect the fixed amortization method of calculating SEPPs under 72t for years 1 and...

This week the Ed Slott IRA Discussion Forum featured a question on the recent Health Care Legislation. The new laws will impact IRAs in a number of ways, including a new 3.8% surtax. Curious as to how this new surtax could impact your IRA planning?

Can the after tax portion of the 401K be rolled to a Roth IRA while simultaneously rolling the pre-tax portion...

What is the status of Section 165 theft losses in a non-deductible or Roth IRA? Can they be written off?