A salaried employee is someone who is paid based on an annual amount, rather than by an hourly rate. Salaried employees are usually full-time workers, although some work part time. Their salaries are ...

Q. Hi Dan. In your last column you wrote about “… a rather infamous provision dubbed the ‘pro-rata rule.’” One of my IRAs is non-deductible, so I need to know what that is and why it’s infamous. Can ...

A review of the IRS and plan rules that can affect how participants can draw down their pre- and post-tax retirement accounts. The Internal Revenue Service requires certain distributions from ...

1. I have a client who has an inherited Roth IRA and an inherited IRA. Would these two inherited IRAs be included in the pro-rata rule if he were to fund a non-deductible IRA and immediately convert ...

Most insurance policies are written for a specific term. Business auto polices, for example are usually written for the term of one year. In a perfect world, one-year policies come and go without need ...

As clients amass their retirement dollars over their working years, tax situations are likely to become more complicated over time. That’s especially true for clients who are fortunate enough to have ...