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I want to roll my 401k to a Roth. I have post tax money that I know won’t be taxable...

First, thank you to Alan-Oniras and Mendax68 for your replies to my previous post “Forms 1040/8606 with a 401K Rollover...

I have a client with terminal cancer – she’s not expected to live more than a year. She’s thinking of...

I have a client who has the following accounts: Rollover IRA with $300,000 (all pretax) IRA with $250,000 ( $50,000...

According to Mr. Slott’s books the stretch is based on the projected life expectancy of a designated beneficiary according to...

My client has both IRA’s and an old 401(k) from a previous employer. His IRA’s have some after-tax contributions. He...

Seems to me a big factor in determining whether (and how much) a person who has co-mingles deductible and non-deductible...

Background: An individual was a US Citizen, died and left their IRA to their surviving spouse who is not a...

The bankruptcy reform act passed in 2006 gave all IRAs a $1,000,000 exemption if you are using the federal bankruptcy rules. In addition, funds from employer plans were 100% exempted, even if they were rolled over to an IRA. So, your IRA funds should be exempt, right? The answer is a definite maybe.

I have a very big bet on Uncle Sam keeping his word about all the trillion of dollars now in...