Forbes contributors publish independent expert analyses and insights. I write about achieving wealth and how it intersects with our lives. This article is more than 6 years old. As the April 15 th tax ...

Q. When it comes to Form 8606, the form asks for the value of all your IRAs. Does that include Roth IRAs also? I have $10,000 in non-deductible IRAs for which I'm getting a small write-off. -- ...

Carol explained that she had rolled a 401(k) from a former job into a traditional IRA. Later, she began contributing to that IRA with after-tax money — without realizing that, unlike a Roth IRA, she ...

9/5/09 Received IRS notice owe back taxes for year 2007 due to an $8,839 withdraw from an IRA. Did file IRS forms 8606 and 5329 with 2007 taxes. Previous years did file Form 8606. Year 2007 Form 8606 ...

Q: My neighbor mentioned that I-bonds are paying 7.12%. What are I-bonds? Why are these bonds paying over 7% when most banks are paying close to zero percent? A: I-bonds are savings bonds backed by ...