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If a client has always depended on an advisor such as a CPA, Attorney or Investment Advisor to ensure a...

It now appears that the new fiduciary rules proposed by the Department of Labor (DOL) back in June of 2016 are all but dead. Late last week, the Fifth Circuit Court of Appeals rejected a last-minute appeal of its March 15th decision to toss the DOL rules. The appeal was filed by the AARP and three states (New York, California, and Oregon), not the DOL.

I have an old employer 401k with pre-tax and after-tax money in it that I am in the process of...

Let's say you wish to contribute to an IRA in 2018 but have too much income to make a either a deductible contribution to a traditional IRA or a contribution to a Roth IRA. You still have the option to make a nondeductible contribution to a traditional IRA. Might this make sense for you?

I can’t believe how much money kids can earn mowing lawns and baby sitting, etc! What should young people do...

This week's Slott Report Mailbag answers readers' questions about leaving money to charities and Roth conversion penalties.

Interesting fact pattern that I have not come across – all help is appreciated T-IRA owner dies leaving the account...

If a person over age 70 1/2 wanted to roll over an IRA and did not as of yet take...

What are the rules regarding a 401k plan… Owner begins RMD while funds are in a 401k: can they use...

The SEP-IRA for tax year 2016 was filed by custodian for 2017. Now they say that they are unable to...