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Let’s say that taxpayer has $20,000 traditional IRA which includes $15,000 of nondeductible contributions (“basis”). 1. Can taxpayer roll that...

Client has an existing Roth that was opened over 5 years ago and from which she will want to take...

You are allowed to make charitable contributions after 70 1/2 directly from your IRA for 2006 and 2007 and the...

greetings. so, i took a gamble and dumped $4k a year ago into my RothIRA, but unfortunately (fortunately) i will...

Mother died 10-13-2007, leaving an Annuity Nationwide IRA to three children. Last year, before death, Nationwide told me they’d handle...

I have a non-5% owner executive client with a 401k left behind from a prior employer. He is still working...

Disabled IRA owner requests distribution from IRA. Not a RMD. The check is cut and mailed. The beneficiary dies after...

If an individual has made after tax contributions in previous years to his TIRA, but did not know to file...

Client’s tax bracket is 15% federal – if they do an NUA transfer and sell the stock – assuming that...

Here is my understanding of the new rules for 2010. Please confirm/correct my understanding. 1) The ability to recharacterize TIRA...