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I have a client who retired earlier this year with about $80,000 after-tax contributions in his 401(k). He wants to...

My client has after-tax assets in his employer’s 401(k) and wants to take advantage of the 2010 Roth conversion rules....

My question is twofold: 1. Can my husband who is 51, making over 300k, and max-ed out on his deductible...

Next year, is there a waiting period to convert to a Roth after a 2010 non-deductable traditional IRA contribution? Thanks!...

50 yr old client works for US Post Office and has cancer. Does anyone know how / what hoops she...

i previously invested into iraq dinar which at this time seems to be ready for revalue in this week what...

Retirement Scenario: – Male – age 64 (good health); current estate size = $1.5 mil; married (wife does not work);...

A 403b1 can allow for penalty free withdrawals if the participant separates from service on or after their 55th birthday....

A client tried to do an IRA transfer from his discount broker to an insurance company. The insurance company dropped...

I know the non-deduct IRA part is accurate, but I want to double check if the 401k part is accurate?...