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I have read the previous postings on roth conversions with 401k and AT dollars. I am familiar with with notice...

In a current estate planning engagement, the married couple has decided to make the grandchildren the residuary beneficiaries of their...

If I convert say half my IRA assets (presently a rollover IRA), to a Roth, I know I have to...

I have a client who is not yet 70.5 and therefore has not yet begun her RMD. Unfortunately, doctors have...

An employee begins contributions to his 401k for the first time in January of the year he will turn 70...

An individual with both pre-tax and elective after-tax contributions (but not Roth) would like to convert their after-tax assets only...

I converted my entire IRA to a Roth in March. Afterwards, I made a non-deductible IRA contribution to my regular...

Required minimum distributions (RMDs) begin in the year you turn 70 ½. Not age 70 and not age 71 but age 70 ½. So who is age 70 ½ in 2010? If you were born from July 1, 1939 up through June 30, 1940 you will be 70 ½ this year. How do you know what age to use for calculating your RMD?

Our client died Sept 2009. He had not taken his RMD, 89 years old. His wife, age 87 at the...

I rolled over $5000 of after tax contributions from my employer 401k plan to a TIRA in 2009, while still...