Site search

With respect to the direct Roth rollover that just became available 1/1/08, may a client with aftertax contributions within a...

Hi, not sure if this is an unusual question but here is my dilemma. In a nutshell I recently left...

A tax client is a former Enron employee. She gave me a letter explaining that under PPA 2006 a former...

I initiated a payout of my 401(k) directing the administrator to pay after-tax contributions to me, to distributed Employer shares...

I recently retired from Federal Civil Service and want to transfer an IRA (non-Roth) into my federal Thrift Savings Plan...

Hello. I have a client that is 84 years old and has always been self employed. He has $3,300,000 in...

I have a client with the following in his 401(k): $90,000 pre-tax $88,000 after-tax Total $178,000 Of the after-tax amount,...

In late 2006 a friend died and did not mention me in her will. In 2007 a bank called me...

Regarding Roth Conversion eligibility, do SEP-IRA contributions haver to be added back to determine MAGI? Also, are SEP-IRA & IRA...

Grandpa (in his 80s) dies and leaves a fixed annuity to a minor (16) and does not designate a custodian....