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A person has a $340k 401-k, of which $18k is after-tax. To turn the $18k into a Roth, how is...

Good Morning, Client is exec and POA of parents Estate and is one of six heirs who all get along...

Mother in law is in the last hours of her life. My wife is the sole beneficiary of her mother’s...

Can someone tell me where to find the rules that discuss if one can take the after-tax contributions from a...

By a vote of 62-36, the Senate on March 10, 2010 passed the American Workers, State & Business Relief Act of 2010. The bill includes a combination of tax-extenders (items that expired in a previous year but are up for renewal in 2010), energy provisions and incentives for businesses.

I am planning to convert 50000 to a ROTH in2010 and to withdraw 80% of amount in 2010 soon after...

Husband passed away a few year ago and the wife left his 401k with the employer as the beneficiary. The...

Mother owns a traditional IRA and passes away. Daughter is POA and one of (2) beneficiaries, but is the majority...

I have a client that rolled over her 401k account into to 2 IRA accounts, keeping her after tax monies...

[b]Facts[/b] 1. John and Mary are married and are each 68 years old. 2. They have 3 children, ages 30,...