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If someone makes a 2009 after-tax IRA contribution, can this be converted tax-free to a Roth IRA in 2010 without...

My father passed away on a Saturday. The Custodian of his profit sharing plan reports the value of his holdings...

An advisor friend of mine wants to fund an IRA for a retiree using a single premium annuity for 5...

I believe that net short term capital gains are taxed at your ordinary income tax bracket and not taxed at...

Thinking through some strategies for 2010 converting . A person converts 50 in June 2010 and another 50 in Oct…...

I’ve been working on both mine and my Dad’s portfolios. I’ve gotten a lot of great help on the Bogleheads...

I have a client who exceeded the MAGI requirements to contribute to a Roth IRA for the last few years....

I am planning on doing a ROTH conversion with my IRA for 2010. I am planning on rolling over everything...

About a 1.5 months ago, I rolled over my 401K into IRAs. There was an ‘after tax’ amount that I...

After reading numerous articles on the pros and cons of a Roth IRA conversion, I have a question about whether...