Site search

I am a financial advisor and probably will not be able to contribute to my own Roth in 2010 because...

http://www.leimbergservices.com/membersonly.cfm?nl=lis_ebr_511 It looks like the great Qualified Plan Pro Rata Distribution debate may be put to rest. IRS Notice 2009-68...

If client does Roth IRA Conversion in regular IRA account (one account number), then rolls it over to a fund...

After converting a SEP-IRA to a ROTH IRA, the money put into it by the employer will be taxed and...

If a client has a Roth for 8 years. They now wish to convert another IRA to Roth, does this...

Client MAY have a terminal illness and converts hisTIRA to Roth and elects to defer taxes. Two questions: 1. Does...

Is the pro-rata rule based on what happened during the entire year summarized as of 12/31/2010? Or as the events...

In the January issue of Financial Planning, Ed said that 401k plan participants “can also do Roth conversions as long...

I have a client who inherited an IRA from their mother, who in turn inherited from her daughter (client’s sister)....

The wife and I have a Living Trust with all of the other trusts and pour over wills included to...