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Is anyone using a software package that takes into account current and future tax rates as well as all of...

After a Roth conversion are future gains in value or future withdrawals subject to Alternative Minimum Taxation?

Hi All, I’m trying to decide to see if I should fund my 401k with after tax money and wanted...

Friends, I am looking for a description of the mechanics for this situation. Client correctly set up a Roth IRA...

My client now has only one IRA with only after-tax money in it. I understand that should be able to...

In 2007 I rolled over the total amount of my 401k from an employer plan to a Vanguard IRA. The...

Client made two contributions to Roth IRA for minor child of $1000 each in tax years 2008 and 2009. Contributions...

Client maintains an individual k, qualified plan. She is self employed – sole proprietor. She borrows $50k and starts repayment...

Client received W-2 wages and company disability payments in 2007 in addition to an early distribution from a pension plan....

I just read an article on bankrate.com on bequeathing retirement savings that referenced Mr. Slott. This article says it’s necessary...