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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...

I have a number of CDs within Traditional IRAs at a variety of banks and credit unions. I am considering...

If I open separate Roth accounts when converting different investments in my current Rollover IRA to simplify recharacterizing later if...

Since my AGI exceeds the contrbution limits for a Roth IRA, I have been funding a regular IRA for the...

I have been contributing to Roth IRAs for me and my wife for the last few years on the first...