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The bankruptcy reform act passed in 2006 gave all IRAs a $1,000,000 exemption if you are using the federal bankruptcy rules. In addition, funds from employer plans were 100% exempted, even if they were rolled over to an IRA. So, your IRA funds should be exempt, right? The answer is a definite maybe.

I have a very big bet on Uncle Sam keeping his word about all the trillion of dollars now in...

It’s been a few years since I took Ed’s course, but I remember his description of a great trick for...

!00% agreement (is that ever possible?) that After – tax contributions to a 401(k) can be rolled over into a...

Can the after-tax contributions to a 401k plan be rolled to a Roth IRA?

I have a traditional IRA, ($80,000)fully taxable, and a rollover IRA from 401k($320,000) also fully taxable. I would like to...

A client of mine would like to roll over her assets from 2 different company plans to an IRA. She...

Individual left company and rolled over liquidated mutual funds into an IRA. Custodian then sent company stock seperately to a...

I have made non deductible contributions to a TIRA account for a number of years but failed to file Form...

I’ve got a client with the following situation: They converted ALL $25,000 of traditional IRAs with a basis of $32,000...