Recent content by herstous

We have been doing Roth conversations for several years because our strategy to stretch our iras for hopefully several generations went out the window with the 10 year rule. To try to make it less of a tax burden for our heirs we started doing Roth conversions. Unfortunately. This was after...

Hi, I'm new to the site as of today and am looking for information regarding the specific requirements required by the IRS when taking 72T (early distirbutions) from an IRA or 401K rollover. Are there forms that need to be submitted to the IRS or do you simply contact your brokerage and request...