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

Client (age 54)retired and rolled over lump sum pension with no QDRO attached. One year after retirement the ex-husband sues...

It still seems unclear whether a partial distribution (or lump sum) from a QP which includes post 1986 after tax...

One of the main things to consider when thinking about making a Roth conversion is the pro-rata rule. When an IRA contains both non-deductible and deductible funds then each dollar withdrawn from the IRA will contain a percentage of tax-free and taxable funds.

There has been a lot written about converting from a traditional IRA to a Roth IRA particularly in light of the law change taking effect on January 1st, 2010 which will permanently eliminate the conversion restrictions and allow everyone to convert. You have likely read about this in past articles at The Slott Report.We thought we would provide some simple pros and cons for you to consider.