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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...

What are the options if an IRA owner dies after converting to a Roth in 2010. Are the following assumptions...

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...