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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?

I have a client who is concerned that her husband will be losing his job, he has cancer and they...

The wife inherited her husband’s IRA he was 60 when he died this year and she is now 55. Is...

Let’s say, a person takes a TIRA distribution in late 2010 to cover year end expenses. In 2011, he takes...

I believe the bulk of account 250k is principal and after tax. the interest is 50 $300k total. This individual...

Scenario: Female, age 69 receiving state (Ca) disability which expires in Feb, 2011. Employer just terminated her. She wants to...

If I started a 72t on 12/5/2007 with an annual distribution. Full distributions in January 2008, 2009, 2010 and planning...