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Here’s my real case with hypothetical numbers: Mid 2008: Converted $100k Vanguard stock fund and $10k Vanguard MM End 2008:...

Hello everyone, I just want to say first of all you guys are really masters at your craft and I...

I’ve asked and still haven’t gotten a clear answer – not even from the IRA Masters. If I convert a...

I have read conflicting opinions about having to establish separate accounts to enable IRA to be stretched over multiple beneficiaries...

In April 2008, client did a $25,000 Roth conversion via an in-kind transfer from his Traditional IRA to his Roth...

There is literature out there discussing the ability of 401k plan participants to take “In Service distributions” of the employer...

I took out my dads IRA after my dad passed away, paid the taxes and put in into annuity and...

In looking through the instructions for the form 8606, on p.3, #2 (under recharacterizations), the instructions say that if one...

I have a 401k in which almost 90% of my contributions are from after tax dollars. Due to Job loss...

72(t) distributions. 1. Can a 72(t) distribution be increased after the age of 59 ½. We know that you have...