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Scenario: 2005 IRA Owner deceased prior to required beginning date Son named as primary beneficiary IRA retitled in same year...

If someone converts funds that are both deductible and NON deductible from an IRA to a Roth and needs to...

What is the outlook for the $100,000 restriction after 2010?

Man, trying to work my way around these IRA rules makes me feel like I am trying to find my...

I am considering conversion of a portion of my and my wife’s IRA’s to Roth IRA’s in 2010. Since we...

Good afternoon all, I am looking for input on AMT when a client elects to act on company stock options....

Hello, I have read a lot about this topic in the forum, but I still need a little clarification. I...

Can anyone recommoned conversion analysis software as yet? I see the following after a websearch: Brentmark also has a more...

I can’t find any information on combining different types of retirement accounts to achieve the best combination for maximizing contribution...

Required minimum distributions were waived for 2009, but the legislation wasn't passed until late in 2008. This led to some confusion earlier this year for plan administrators, IRA custodians, and retirement account owners just like you. In some cases, automatic distributions were made to taxpayers before they could be shut off. Not all RMD recipients realized that they could simply roll those distributions back to an eligible retirement account within 60 days.