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i asked fidelity to roll my pretax money to a ira and to send another check for after tax money...

I am middle aged and single income earner. I have a good amount saved in my IRA and 401k and...

I understand that if I recharacterize a Roth IRA conversion I can’t reconvert the same funds back to a Roth...

Having read an excellent article by Retirement Weekly (“12 Traps to Avoid When Converting to a Roth”) of which there...

Having read an excellent article by Retirement Weekly (“12 Traps to Avoid When Converting to a Roth”) of which there...

Situation: I have a 401(k) plan and take the employer stock out in kind paying income tax on the cost...

I have a client who has just made a Direct Rollover of his 401k to his IRA. The IRA has...

Curious if anyone knows if inherited IRAs are counted as IRAs for the pro-rata rule when dealing with a Roth...

What happens if a taxpayer converts an ira to a roth IRA and files his 2010 return with the election...

As you may recall from previous articles appearing here, a provision in the Pension Protection Act of 2006 (PPA 06) allowed IRA owners and beneficiaries age 70 1/2 and older to make tax-free distributions of otherwise taxable dollars from traditional IRAs and Roth IRAs to qualified charitable organizations. Such distributions were also allowed to be made from SEP IRAs and SIMPLE IRAs provided no employer contributions were made for the same tax year.