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My husband passed away last year and he had a 220,000 401K
My husband passed away last year and he had a 220,000 401K that I am the beneficiary of. I have finally done the necessary paperwork to claim the 401k but i'm not sure what would be the most tax benef… read more
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I would like to find out if it would make sense or me to
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As I worked for a non-profit there was no Roth IRA for the
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I am 23 years old, and I would like to convert a traditional
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I am 64 years old and have been totally disabled since age
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i turned 70 in may of 2014 and have just retired dec 1st....thinking
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tax question when i turn 70 in 1 1/2 its my understanding
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My Uncle (mothers brother) passed away in May at the age of
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Hello, I wanted some advice on whether I should convert my
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Lev
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$600,00.00 in an IRA subject to required minimum distribution.
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I am 56 years old and currently have $1.1million in IRA/401k.
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I have a 401k, including a traditional (about $150k) and roth
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My mother will be turning 70 years old next month on February
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I make over 120K/ annually. I max out my 403b contribution
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I have about 30k of mutual funds now with suntrust investments.
I have about 30k of mutual funds now with suntrust investments. I took a loss on them the past year. I would like to move these mutual funds into an Roth IRA account so that I wont pay yearly taxes on… read more
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Is there a way to avoid a tax effect when converting ...
Is there a way to avoid a tax effect when converting from a traditional IRA to a Roth IRA?… read more
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my sister passed away in november. she left me a roth ...
my sister passed away in november. she left me a roth retirement account with approximately $45,000. i understand that i must pay taxes on this since the money was for retirement. i also understand i … read more
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