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I have more than one IRA account. One is a rollover in which before tax money has been growing and...

In a 10/4/09 LA Times article Ed was cited as saying that there is an exception to early use of...

I am converting part of my IRA to a Roth. I understand the taxes I will pay upfront from outside...

Cient asked broker on whether or not there were adverse tax consequences on the distribution of a inherited IRA to...

A person has a $340k 401-k, of which $18k is after-tax. To turn the $18k into a Roth, how is...

Good Morning, Client is exec and POA of parents Estate and is one of six heirs who all get along...

Mother in law is in the last hours of her life. My wife is the sole beneficiary of her mother’s...

Can someone tell me where to find the rules that discuss if one can take the after-tax contributions from a...

By a vote of 62-36, the Senate on March 10, 2010 passed the American Workers, State & Business Relief Act of 2010. The bill includes a combination of tax-extenders (items that expired in a previous year but are up for renewal in 2010), energy provisions and incentives for businesses.

I am planning to convert 50000 to a ROTH in2010 and to withdraw 80% of amount in 2010 soon after...