Best Roth IRA Conversion Software
Who offers the best software for analyzing Roth IRA Conversions?
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Method for deduction of Roth losses
I’ve read the relevant tax code, but while it is clear on its intent, it is short on details. If...
Read moreRoth IRA over 59 1/2 age requirment
In reading IRS Publication 590, pages 67-69, I cannot find anything that says or implies that simply achieving age 59...
Read moreFor Executor To Disclaim IRA, Get California Court Approval?
A month after the death of an IRA owner, the primary beneficiary wife also died, just before the IRA custodian...
Read morePre 87 after tax contributions to a Roth?
I have a client that has pre 87 after tax dollars in their 401K. The employer has already seperated the...
Read moreDisallowed recharacterization
Suppose an IRA owner were to convert his IRA into two Roth IRAs. In Roth “A”, he were to place...
Read morePay tax on 401K conversion now or at retirement?
My husband passed away in Sept. 2008 and we both have 401ks from former employers, as well as Roth IRAs....
Read moreIRA Contribution after death
Client passed away prior to making any IRA contribution for 2009. Can the surviving spouse make a 2009 contribution to...
Read moreQualified Charitable Distributions
The 15th edition of the IRA Answer Book (10/08) states in question 4:22 that QCD’s expired after 2006 and 2007....
Read moreRMDs if 70.5 in 2010 and converting to Roth
My client will be 70.5 in February 2010. He plans to convert his Traditional IRAs to Roth IRAs in 2010,...
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