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I have $12,000 in IRA Distributions this year, after I pay taxes on the distribution, have no other income other...

Client converts Trad IRA to a ROTH IRA in 2005. Dies in 2007. Can the 2 non-spouse beneficiaries roll over...

Can I put the total (above 5000)of a 07 after tax distribution into a new roth not yet established befor...

A client contributed a maximum 5000 (over 50) contribution for 2007. After doing taxes, they are only eligible for $2090...

I was quoted the IRS Reg. 1.401a(9)-(3), Q3 by Alan-oniras wife inherited a thrift saving plan from husband who passed...

Company sent 403 (b) distribution out instead of Ira distibution for 2007, individual will not get tax break for for...

A married couple in California has an Aggregate Community Property Agreement that states all their property, including property “in their...

Transfered 401 from Fido to Chuck 9/07. 32,000 was after tax contributions.Fido and Chuck IRA guy advised this was a...

Can a wife who inherits a traditional IRA from her husband convert to a ROTH after taking RMDs?

Situation: H has an IRA worth $5 mil and no other assets H is married to W, his second wife...