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I listened to Ed’s 1-hour webinar where he talked about setting up a trust as a beneficiary for your retirement...
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I was under the impression that the best way to leave your RIRAs to your children was to make them...
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In 2009 I had no expectation that I would be eligible to do a TIRA to ROTH IRA conversion because...
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client has pre tax dollars and post tax dollars. Client is under age 59 1/2. 1) if the client takes...
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It seems that there could be potential traps when trying to do a Roth conversion and recharacaterization. Consider the following...
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If a person converts their IRA to a Roth and then makes a non-deductible IRA contribution shortly thereafter but in...
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I have two situations with slightly different circumstances… A terminated employee has $200,000 in his 401k from After Tax contributions...
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I have separated from service from previous employer and have nearly $30k of my plan balance that is post-86 after-tax...
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Scenario: A divorced individual is considering a distribution from his IRA to settle with his ex-wife. The divorce decree has...
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A woman died in late 2008 with a substantial IRA. She had taken her RMD for 2008 prior to her...
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