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Do I need to aggregate all 401k plans when figuring out taxable portion of Roth conversion? For example Client has...

John (63) dies and leaves his 401k account to his son John Jr. (33). Are the following statements true? 1)...

I have a client who turns 70 1/2 on Dec 9, 2010. She does work part time. When does she...

I have had a Roth IRA for over ten years. Additionally, I am planning to convert a traditional IRA to...

Hello: I recently had a client who passed away, and had a 401k. After I counseled the client not to...

Rule clarification: I am currently in my companies 401k plan and retired this year at 55. I have pretax and...

Calculating Roth conversion taxes due (or any taxes due from withdrawals)– If the individual is still working with an active...

We have been waiting for definitive information from the IRS on this issue for some time now. The American Benefits...

Scenario: 2005 IRA Owner deceased prior to required beginning date Son named as primary beneficiary IRA retitled in same year...

If someone converts funds that are both deductible and NON deductible from an IRA to a Roth and needs to...