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Early this year, I made Roth contributions for myself and for my wife for 2010. At the time, I expected...

The holiday season is upon us. It is time for friends, family and financial security. The answers to these consumer questions can help you wrap up your year-end planning.

Hi, Just want to confirm: Does taking after-tax contributions from a 401k after a trigger event (separation from service) void...

When is the percent of after-tax dollars determined on a Roth conversion? Is it at the time of the conversion...

Your client is over 70 ½ and is still working. Does he have to take an RMD? The answer is, it depends.

I plan on completing an in service After Tax 401K to TIRA and Roth indirect conversion. First I request my...

Does the income limit for Roth Conversion go away permanently after this year?

Child has earned income but uses the income for bills. Can parent make the Roth deposit for child from parent’s...

I saved a draft of my intended reply to a posted topic since it was incomplete. How do I access...

An advisor I work with has a client who has an $500,000 IRA and $3,300,000 vested balance in his former...