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Hello, Has anyone ever run into this situation before? Person is over age 60 and retires in 2020. The only...

By Andy Ives, CFP®, AIF®IRA AnalystFollow Us on Twitter: @theslottreport QUESTION: I turn 72 years old next month.  Can I take part...

The Ed Slott team hosted a highly successful training program for members of our Elite and Master Elite Advisor groups last week in Las Vegas. Over 300 financial advisors from across the country attended. Feedback on the educational material provided was positive, with one attendee saying he “never felt more empowered” in his 18-year career.

What are the chances the IRS will make people take multiple IRA RMDs to make up for 2021 and 2022?...

A client of ours ( 07/12/1960 ) inherited his dads IRA in 2008 The value of the Inherited IRA on...

90 year old passed away, leaves 200k to son. Owner had not taken his annual RMD, was set up for...

Reading this Notice with regard to relief from the RMD excise tax Notice states that there’s no 50% penalty for...

I have a couple of questions about IRA deductibility. 1) Single person with $ 80,000 wages (this is his FICA...

We have a client who will be required to take RMDs during their 10yr period (deceased after RBD in 2020)....

By Sarah Brenner, JDDirector of Retirement EducationFollow Us on Twitter: @theslottreport Question: Can an IRA to Roth IRA rollover be spread...