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I am over 55 but under 59.5 and left my job last year. Later in the year, I moved my...

Can the after-tax money in my 401k go into a Roth IRA when I rollover the 401k from my former...

Ex-husband (age 42) died having never changed his beneficiary designation on his 401(k) plan. He never remarried. Ex-wife is primary...

I know that beneficiaries of inherited IRAs are not required to take distributions in 2009. Can beneficiaries of inherited IRA...

Good afternoon. Fast question. IRA owner dies and names her daughter as sole beneficiary. Daughters want to disclaim the proceeds...

I want to get my 401k from my former employer into a Roth IRA before I hit 70.5 in 2011....

When using a trust as beneficiary of an IRA, can the trust be revocable as well as irrevocable? Is there...

I have been a long-time registered user of this forum. However, whenever I run a certain program which deletes my...

If a person meets all requirements to convert a traditional IRA to a Roth and pays the required tax to...

My client passed away 2 years after he created a Roth IRA by conversion. Since he did not have the...