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I have a client that passed away in 2018 before his required beginning date. He left his IRA to his...

My 84 year old dad passed away in March 2019. He did not take his RMD for 2019, and his...

Jon, one additional fact – my sister passed four months after my Mom passed – Mom died in March and...

My brother and I will be splitting decedent’s IRA. Decedent satisfied her RMD for 2019 before death. We will be...

Dear Alan et al, I have a client younger than 59 1/2 who made a $410 excess contribution to her...

Client received an offer regarding her frozen pension plan. One option allowed for a rollover of a lump sum, which...

Roth IRAs first arrived over twenty years ago. A lot has changed since 1998. That was the year that Google was founded and an electronic pet called a Furby was one of the most popular Christmas gifts. However, some things haven’t changed so much. Impeachment is once again all over the news and here at the Slott Report we are still being asked many questions about how the five-year rules for Roth IRA distributions work. We probably get more questions on this topic than just about any other.

Client can make a $4,000 after tax contribution to their work retirement plan. They are allowed to withdraw their after-tax...

My client wishes that her 401(k) plan had missed her RMD before transferring her balance into an IRA with my...

Interesting scenario – although (probably) common – I have never encountered. Company “A” bought company “B” Owners of “B” get...