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If one can contribute to a non deductable IRA, but cannot contribute to a deductable IRA or Roth IRA due...

A man died on January 6 2010. He would have turned age 71 in October of 2010. His spuose is...

I have a Rollover IRA (401K rollovers only), a Classic IRA (non-deductible only), and a Roth IRA (while I was...

Does a intervivos gift of an IRA (community property) to a spouse qualify for gift marital deduction? Does anyone have...

I have a client who in 2009, inherited 3 TIRA’s from his mother who was in her 50’s. He aslo...

Hi, I had 3 questions: a. I’m not at retirement age and couldn’t track back when I first established ROTH...

Client over age 70 1/2 dies in November 2009. Financial Institution has RMD set up as an automatic transfer (even...

O.K. I thought this would be simple, but after reading an article yesterday, I am a little confused. Here is...

I know this is being discussed endlessly on here and elsewhere because our friendly neighborhood revenue agents and congresspeople refuse...

I realize there have been dozens of postings over the past few years about the issue of PARTIAL conversion or...