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After estimating his income for the next 3 years, a client has $15,000 of the 15% bracket left each year...

I am so confused. I have a 401k from a past employer that has both pretax and after-tax funds in...

If a designated beneficiary renounces his interest in a Roth IRA upon the death of the owner and if the...

Can just the after-tax portion of a 401k be rolled directly to a Roth IRA?

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...