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In the general situation, plan participants calculate RMD’s by using prior year end IRA and QRP balances and divide by...

For several months now, the challenge of rolling over pre tax amounts to a TIRA and after tax amounts to...

The Employer says 100% of client after tax account is income tax free and can be converted to ROTH and...

I have a client who is retired (62) and will take advantage of the 2010 Roth conversion for his IRA...

Client has 401K of 100K. After tax contributions make up $10,000. How does he get the $10K into a roth,...

If an individual over 70-1/2 has an employer funded SEP and is still working (and receiving annual contribuitons to the...

I am converting my traditional IRA to a Roth IRA on Jan 1, 2010. After paying the taxes on the...

Has anyone used any software or conversion calculator (that they’d recommend!) to help them figure out whether/how much to convert...

Realizing that an RMD is not required for this, the first year of a inherited, non-spousal Roth IRA, we are...

There is no step-up in basis for inherited IRAs. This is always the case, regardless of the IRA's investments. If, though, the IRA owner had made after-tax contributions to the account during their life, there can be existing basis that would pass to you.