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Pro-Rata rule clarification. I have a client who is the bene of his fathers IRA. He has opened an after...

Have Annuities (both variable and fixed) half are in an IRA,half are after tax annuities.In the estate planning do the...

I know that I can purchase rental property with my Roth IRA and take any profits back in tax free....

[b][u]Facts[/u][/b]: Client is woman who turns 58 in 2010. Her husband died in 2009 at age 73. In 2009 Client...

Company automatically rolled client’s after-tax contributions into a rollover IRA. How do we determine which part is taxable? Is is...

In 2009 an individual could make up to a $100,000 contribution to a charity directly from your IRA and it...

We were under the impression that someone with after-tax money in a qualified plan could convert that separately from their...

Two questions on 2010 Roth conversions: 1) As I understand it, you can claim 2010 conversions in 2010 or spread...

Hello Everyone, A client of mine has contributed $6,000 in 2009 to her Roth IRA. After meeting with her accountant,...

I’ve been searching the forum for hours, but can’t find the answer. I’ve got a client who inherited and ira...