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I would like to max out a client’s 15% federal tax bracket by converting traditional IRA $ to an existing...

Client rolled out of qualified plan his after tax 401k into an IRA. Can this account be converted to a...

Decided to start a new thread to continue this discussion. Alan, The reason you must enter Roth contribution basis on...

First off I posted a question in another forum and then they have redirected me to this website to ask...

Dad died at 86 in May and had been taking RMD since age 70 1/2. Credit Union is willing to...

You are a non-spouse beneficiary and you've inherited an IRA or employer plan assets. Can you convert those assets to a Roth IRA? The answer is yes and no.

Chart: Beneficiary Options 2009 2 Charts: Death Before Participant Reached Required Beginning Date (RBD) For Taking Minimum Distributions and Death...

CPA tells me once after-tax contributions are added to a 401K, upon retirement, then moving the proceeds to an IRA,...

Kyle’s father passed and has left Kyle a qualified lump sum pension benefit. The pension plan does not offer a...

I was recently brought in to advise on an estate matter and do not know how this part of the...