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In naming beneficiaries, which is better with regard to stretch IRA? a- primary beneficiary (husband) 100% and secondary beneficiaries 2...

I am about to recharacterize my 2007 Roth IRA conversion of a $10,000. portion of my TIRA, both IRA’s being...

I have a client with a Roth IRA Conversion account (according to the registration). She claims it’s not a conversion...

I have posted several items the last one being 9-23. This involves the bank showing the accrued interest incorrectly resulting...

A client is the non-spouse beneficiary of her father’s Government Thrift Savings Plan. She wants to complete a rollover of...

In 2010 taxpayers will be able to perform ROTH conversions without the current AGI limits. In reviewing Form 8606, it...

This question is for anyone: How is the tax treated on NUA? If cost is say 100m on date of...

Pub 590 says, “you generally must make the rollover contribution by the 60th day after the day you receive the...

When an employee separates from service and is over age 55 they can take a distribution (if plan permits) penalty...

I have Pre tax and after tax funds in my qualified plan. The pre tax is about $800,000 and after...