Posts Tagged IRS

IRS Notice Paves Way for Easier Tax-Free Roth Conversions of After-Tax Dollars

By Denise Appleby, CISP, CRC®, CRPS, CRSP, APA, President of Appleby Retirement Consulting, Inc. If you are one of the many financial/tax professionals who have been seeking clarity about converting after-tax amounts to Roth IRAs tax-free, IRS Notice 2014-54, issued September 18, 2014,  provides welcome answers. While there was never any question that after-tax amounts […]

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Posted in: PROVIDE Retirement Income, Retirement Distributions/Withdrawals

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