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Is it possible to make a trust the beneficiary of a Roth IRA and subsequently leave the Roth funds in...

If deferred compensation from 457b plan distributions will appear on a w2 “income” and lifting of age for contribution for...

“The law simply says you must take out the money after 10 years,” notes Slott. “Your heirs could simply leave...

I recently left my position at a publicly traded company after 10+ years where I had an ESOP Retirement plan....

My question pertains to inherited IRAs. I have a traditional IRA with $436K in assets ($14K in cash, the rest...

Hi Alan, I kept getting an error message when I tried to reply to my original thread so I started...

I am doing NUA distribution from my 401k. My plan uses average share price to calculate average cost basis for...

The new SECURE Act contains three provisions that are designed to promote annuities in company savings plan. The January 8, 2020 Slott Report described the first of these three changes – new protection for companies if the insurance company selected by the plan to provide annuities later runs into financial difficulties and cannot make payments. Today, we will discuss the other two new provisions. Congress believed that plan sponsors were reluctant to offer annuity products in savings plans not only because of potential liability, but also because of uncertainty over whether the company could later eliminate that option.

Pretty sure I know the answer on this, but could do with a consensus. Original IRA owner dies a few...

I missed the Dec. 31 deadline for my 2019 IRA RMD and will file Form 5329 with an reasonable explanation....