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I’m a little unclear on the potential taxation of after-tax dollars that are rolled over from a 401(k) into a...

My company’s 401K plan allowed for after tax contributions. When it comes time to start withdrawals, how do I indicate...

I have a client that would like to do a Roth conversion. She is retired and has her assets in...

by David by David (for Alan) Thanks very much for your replies several days ago. I have prepared the following...

For years now, Financial Advisors, CPAs and taxpayers just like you have realized the incredible benefit that Roth IRAs can provide. After-tax money (money you did not take a deduction on) can be invested and can grow tax deferred for years. Later, that money, along with all the earnings, can be withdrawn tax-free! Of course, like most benefits afforded to you by the tax code, Roth IRAs are subject to a variety of rules and restrictions.

Assume: Amount to convert, $160,000 early in 2010. Age 64 December of 2009. Federal tax 35%, State tax 8% or...

A client has approximately $1,500,000 in a company sponsored profit sharing plan, of which she is the only employee and...

I HAVE A CLIENT HUSBAND AND WIFE AND HAVE TWO ADULT DAUGHTER. THE WIFE HAS 200,000 IN AN IRA THEIR...

Is there a specific deadline date to retitle a nonspousal inherited IRA which is not from an employer qualified plan?...

I have two questions 1. For the purpose of the 5 year rule as to conversion to Roth from a...