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Hello- Client age 74 was delaying RMD from 401k due to still working exception. He lost his job in February...

Hello – A self-employed client (age 50) has a SOLO Roth 401(k) at TD Ameritrade that began in June 2020....

I have a Traditional IRA with both after tax amounts (contributions using Form 8606) and pre tax amounts (earnings). The...

I am 89 years old> I have 2 daughters age 61 and 63. Each one is a beneficiary of an...

It is time for my RMD. It appears that “Installments for a guaranteed period” 10 year will give me more...

As usual, I have begun second guessing myself after researching and need to confirm please! A 74 year old daughter...

A client has inherited an IRA from his father. He was listed as sole beneficiary to the assets within. He...

The holidays are right around the corner, and 2022 is drawing to a close. The end of the year is always a busy time with retirement account deadlines and preparations for the arrival of a new year and the tax season. This year, it seems, has been even busier than usual for us. Here are four things we are talking about at the Slott Report during the final few months of 2022.

I’d like to have income tax withholding from a Roth IRA withdrawal before the end of this year. After having...

The ability to do a spousal rollover of an inherited IRA (from spouse) is not lost if the surviving spouse...