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A woman died in late 2008 with a substantial IRA. She had taken her RMD for 2008 prior to her...

Is there a tax penalty on gains on after-tax (non-Roth) contributions withdrawn when plan is rolled over to an IRA....

Is there a tax penalty on gains on after-tax (non-Roth) contributions withdrawn when plan is rolled over to an IRA....

My mother was to be the receipant of my father’s TIRA. My father was 84 but had not taken out...

Is this correct? ROTH IRA Withdrawals (we understand the below, is it correct): Pre 59 ½: – First out, Contributions;...

Grandmother owns 33 acres in Vancouver WA that is farm land recently valued at 2.8million! Wants to pass the property...

I get this question frequently. Many of us are looking at working beyond the age of 70 ½. What required distributions (RMDs) do you have to take if you continue working?

I will be forced to begin taking Minimum Required Distributions soon. Can I transfer that distribution to my ROTH after...

I am retired and I will be starting RMD’s next year . I turn 70 next month. I thought that...

Some taxpayers who did Roth conversions earlier this year have seen their account values drop. As a result, they are considering doing a recharacterization of their Roth back to an IRA. But maybe they should wait a while. Why? Maybe, if they wait long enough, the Roth account will recover and not need to be recharacterized. The better answer, however, lies in the rules for reconverting assets once they have been recharacterized.