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Dad sets a up a revocable trust which owns 2 IRA’s and other taxable investments. The 2 beneficiaries are adult...

I listened to Ed’s 1-hour webinar where he talked about setting up a trust as a beneficiary for your retirement...

I was under the impression that the best way to leave your RIRAs to your children was to make them...

In 2009 I had no expectation that I would be eligible to do a TIRA to ROTH IRA conversion because...

client has pre tax dollars and post tax dollars. Client is under age 59 1/2. 1) if the client takes...

It seems that there could be potential traps when trying to do a Roth conversion and recharacaterization. Consider the following...

If a person converts their IRA to a Roth and then makes a non-deductible IRA contribution shortly thereafter but in...

I have two situations with slightly different circumstances… A terminated employee has $200,000 in his 401k from After Tax contributions...

I have separated from service from previous employer and have nearly $30k of my plan balance that is post-86 after-tax...

Scenario: A divorced individual is considering a distribution from his IRA to settle with his ex-wife. The divorce decree has...