Explore the 1,000’s of tax questions answered by professionals.


In 2008, I rolled over my wife's 401(k) of $40,000 into a traditional IRA. Then, she made non-deductible IRA contributions .... ... read on

I have more income this year than usual and I need to find a way to tax shelter some of .... ... read on

I'm 62, single and have about $8,400 in an IRA and receive a disability pension of about $15,000 per year. .... ... read on

When rolling over an IRA into a Roth IRA, is the deadline December 31st or April 15th of the following .... ... read on

I'm considering converting my traditional IRA into my roth IRA. I'm concerned that there is a holding period in .... ... read on

What are the steps to open a Roth IRA if your income exceeds the limits set forth by the IRS? ... read on

Can a person who is already required to receive required minimum distributions (RMDs) from their traditional IRA, convert the account .... ... read on

What specific tax codes speak to the tax treatment of traditional IRAs and Roth IRAs? ... read on

Does money rolled over from a traditional IRA into a Roth IRA constitute income for the purpose of income based .... ... read on

Can the fee my financial advisor charges me for rolling over an IRA be tax deductible? ... read on