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Is it correct that the Secure Act does not apply to Governmental 403b, 401a, 457b or private 401k’s in terms...

It is a Thanksgiving tradition here at the Slott Report to take a moment to give thanks for the IRA rules that are helpful to retirement savers. We know there are many times the rules governing retirement accounts can be tricky. They often seem illogical, confusing, and may be even unfair. However, there are others that work well and give us the tools we need to save for a secure retirement – and may be even get a few tax breaks along the way.

I don’t think I’ve seen it discussed here, but I became aware of this after reading some of Natalie Choate’s...

Hi: A client has an inherited IRA account. There is one position in this account which is an illiquid REIT....

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A solo 401(k) plan is a great retirement savings vehicle for self-employed business owners with no employees (other than their spouse). But if you’re considering a new solo 401(k), be aware that there’s a December 31, 2022 deadline to open up the plan if you want to make 2022 elective deferrals.

A solo 401(k) plan is a great retirement savings vehicle for self-employed business owners with no employees (other than their spouse). But if you’re considering a new solo 401(k), be aware that there’s a December 31, 2022 deadline to open up the plan if you want to make 2022 elective deferrals.

If filing taxes under the married – filing jointly category, can one (husband or wife) choose to convert after tax...

My brother in law died suddenly five days after finalizing a divorce. He had not removed his now ex-wife as...

If an individual has let’s say $20,500 in gross wages, which they choose to defer to a 401k plan, they...