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This week's Slott Report Mailbag includes questions on Roth conversion options from a company plan, spousal rollovers, and Roth recharacterizations.

Here is another video taking you behind the scenes at Ed Slott's NEW upcoming Public Television Special, Ed Slott's Retirement Rescue! This video takes you into the control room during the taping at WMHT in Albany, New York.

This video takes you behind the scenes of Ed Slott's Retirement Rescue!, his NEW upcoming Public Television Special. The special was taped on Tuesday, December 12th at WMHT studios in Albany, New York.

QCDs – Qualified Charitable Distributions – are a means of transferring IRA assets to a charity. The transfer is not taxable to the account owner and a charitable deduction cannot be taken. These are the basic rules for a QCD follow.

Last week we presented Part I of “10 Things You Probably Didn’t Know About Retirement Plans,” which we hope you found helpful. Here is the conclusion.

This week's Slott Report Mailbag includes questions on Medicare Part B premiums, required minimum distributions and the 60-day rollover window.

As is our custom at the end of each year, here are 10 questions you MUST ask your financial advisor. This list is a great starting point when questioning your financial advisor (remember, he or she works for you!).

This is the first piece of a two-part article delving into 10 things you probably didn’t know about retirement plans. While many of the rules applicable to retirement plans are easy to remember, there are some important ones that are not always at the forefront of your thought process, and may impact your financial well-being. We present some of those here, and will follow up with others next we

The Internal Revenue Code sets dollar limitations on benefits and contributions applicable to qualified retirement plans and IRAs. Many limitations will change since the Consumer Price Index (CPI) increase met the statutory threshold that triggers their upward adjustment. Listed below are a few of the items that are scheduled to increase in 2012.

Social Security and Supplementary Security Income (SSI) beneficiaries are receiving a cost of living adjustment (COLA) in 2012, the first time this has happened in several years. While this may sound like a good thing, it’s actually a “mixed bag” for a couple of reasons.