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This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, includes questions on concluding if the "age 55 rule" is applicable and understanding the transfer of the estate tax exemption.

Deciding the best time to claim your Social Security benefits is an intensely personal decision that can have a truly significant impact on your overall retirement security. In general, you can begin collecting reduced retirement benefits as early as age 62. But a new study reveals that many more people are waiting longer.

Mother’s Day 2015 is over, but you can help the moms in your life get ready for retirement every day. Women typically earn less than men for the same job and have fewer years in the workforce. That makes it all the more important for women to use every opportunity they have to save for retirement. Here are five ways you can help.

A new report from the Treasury Inspector General for Tax Administration (TIGTA) found that IRS hasn't done enough to address the problem of excess IRA contributions. What is an excess IRA contribution and how do you fix it?

MyRAs are a retirement savings option for those who do not have a retirement plan at work or those who want to save only small amounts from their paychecks. IRA Technical Expert Beverly DeVeny discusses their benefits.

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, includes questions on how the pro-rata rule affects pre-tax and tax-free IRA money and how and when you should use trusts as IRA beneficiaries.

One of the most popular small business retirement plans is the SEP IRA. In contrast to other potential options for small businesses, such as a 401(k), the SEP IRA is often favorable. That said, there are many reasons you might consider using a 401(k) for your small business instead of a SEP IRA. Here are three of them.

If you’re a small business owner such as a sole proprietor, a partner of a partnership, or an owner of an S corporation, and you don’t have a retirement plan for your business, you should consider establishing a SEP (Simplified Employee Pension) in 2014 (there might still be time) or beyond. Here's why.

Greetings from beautiful Denver Colorado, site of Ed Slott and Company’s Elite IRA Advisor Group Spring Workshop. Yesterday, during one of our breakout sessions, IRA trust expert Shannon Evans, JD, LLM, shared some key planning tips to consider when thinking about naming a trust as an IRA beneficiary. Here are just a few of those tips.

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, comes to you live from Ed Slott's Elite IRA Advisor Group Workshop in Denver, Colorado. One of our mailbag questions concerns required minimum distributions (RMDs) on an inherited IRA .