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Now that we have the ability to rollover 401k money into a Roth, I am being challenged by the provider....

can a beneficiary ira be stretched after she passes away by the new beneficiaries?

With regards to a 401k, made up of pre tax and post tax contributions, if the plan allows for the...

I have a 401K with pre- and after- tax contribution. Since I left the job, I am able to roll...

My client’s father died on December 27, 2001. My client (the decedent’s son) was the sole designated beneficiary of the...

I have sole proprietor income and have Roth and Sep contributions for 2008. I am trying to maximize my retirement...

I have read there was a change to the 401 rules where after-tax money can be converted to a Roth...

Individual died in October. before taking her RMD for 2008. It’s 2009, and the beneficiaries have not yet settled the...

Could someone please lay it out simply for me regarding the options a bene has after IRA participant has died?...

My husband left me an estate heavy in IRAs. The question is how best to pass on the IRAs to...