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Can the after-tax contributions to a 401k plan be rolled to a Roth IRA?
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I have a traditional IRA, ($80,000)fully taxable, and a rollover IRA from 401k($320,000) also fully taxable. I would like to...
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A client of mine would like to roll over her assets from 2 different company plans to an IRA. She...
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Individual left company and rolled over liquidated mutual funds into an IRA. Custodian then sent company stock seperately to a...
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I have made non deductible contributions to a TIRA account for a number of years but failed to file Form...
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I’ve got a client with the following situation: They converted ALL $25,000 of traditional IRAs with a basis of $32,000...
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I have more than one IRA account. One is a rollover in which before tax money has been growing and...
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In a 10/4/09 LA Times article Ed was cited as saying that there is an exception to early use of...
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I am converting part of my IRA to a Roth. I understand the taxes I will pay upfront from outside...
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Cient asked broker on whether or not there were adverse tax consequences on the distribution of a inherited IRA to...
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