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I am a Registered Investment Advisor who charges a management fee (based on a % of account value). The fee...

My vigorous, elderly father usually does not spend his TIRA RMDs. He has never tapped his 1998 conversion Roth IRA,...

My client has $1,000,000 401k with $100,000 in aftertax money contributions. My goal is to convert the 100k to a...

Let’s say a client has a $100k in Traditional IRAs with a $40k basis from after-tax contributions. I know he...

If someone who turned 70-1/2 last year converts all his retirement holdings to Roth, will he still have RMD for...

Hello. I am attempting to get a national credit union to correct the beneficiary designations provided by a POA for...

My TIRA balance is approximately 80% non-deductible money. The non-deductible money has been documented each year by filing form 8606....

My IRA holds stock in a bank that went from a C Corp to a Sub S corporation. Now my...

How do the new 2010 Roth IRA rules apply to after tax dollars within a company 401K? Can an individual...

Mom died in 2005, instead of recharacterizing her IRAs to the trust account and doing a ‘stretch’, the majority of...