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I borrowed money from both IRA & ROTH IRA accounts in August 2009 and returned the full amount of money...

Taxpayer has two traditional IRA’s -1) contributory IRA with FMV of $18k and after tax basis of $18k. 2) Has...

we have a client that is on 72t distributions & converted to the RMD calculations…client’s 72t will end 6/2010. My...

The following paragraph was Point #4 in this recent bulletin: >>>>>>>>>>>>>>>>>> 4. Do I want to bequeath any of my...

An EE with the DOB of 6/18/1939 is still working for her ER (not 5% owner) has rolled all vol....

By David – for Allan Facts: 1. Client is converting several traditional IRA’s to 5 different Roth IRA’s, each with...

hi– are there any restrictions on PS plans to Roth conversion. I understand you first most go into an IRA....

Our client is an officially retired professor who is receiving his full annual salary for 5 years after his retirement...

client has 1 trad IRA, no nondeductible contribs. client converts 50% of trad IRA into one Roth IRA and 50%...

Good Afternoon: My firm’s clients have shown significant interest in converting to Roth IRAs, but so far I have been...