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I have a client that has $884k in IRA, of which $81K was After Tax Contributions. What is taxable portion...

I recently rolled an IRA from another advisor into an existing IRA that I manage for a client. When client...

This week the Ed Slott and Company IRA Discussion Forum featured a question on whether or not a trust as a SEP IRA beneficiary should be any different than it would be with a traditional IRA account. The answer to that question is not really, but the relationship between SEP IRAs and traditional IRAs can be a confusing one. Want to see how?

Say you are age 56 and elect the fixed amortization method of calculating SEPPs under 72t for years 1 and...

This week the Ed Slott IRA Discussion Forum featured a question on the recent Health Care Legislation. The new laws will impact IRAs in a number of ways, including a new 3.8% surtax. Curious as to how this new surtax could impact your IRA planning?

Can the after tax portion of the 401K be rolled to a Roth IRA while simultaneously rolling the pre-tax portion...

What is the status of Section 165 theft losses in a non-deductible or Roth IRA? Can they be written off?

[b]Small Business Jobs Act[/b] As you may know, the Senate could not get the Tax Extenders bill passed (a bill...

I was asked a question from someone who just quit their job. They have money in the 401(k) of their...

Do you have to wait one year to convert to a roth the non taxable monies remaining in an IRA...