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A soon-to-be retiree over age 75 wants to rollover his pension to an existing IRA before taking any monthly pension...

By Sarah Brenner, JDDirector of Retirement EducationFollow Us on X: @theslottreport Question: I need guidance on a new client with the...

By Sarah Brenner, JDDirector of Retirement EducationFollow Us on X: @theslottreport What do you get when community property mixes with your...

I need guidance on a new client with the following: Age 55 Has a $700k ESOP in company that he...

The Traditional IRA account holder has dies and is being left to 4 adult children as beneficiaries. The IRA has...

My understanding is the recent IRS Notice 2024-35, extends the RMD relief for a 4th consecutive year to both Designated...

My brother passed away in 2012 and I inherited his 401k. The administration setup a beneficiary Ira and I have...

For a Noneligible Designated Beneficiary, where the owner died after the RBD, the beneficiary is subject to the 10-year Distribution...

It’s been over four years since the SECURE Act upended the rules for beneficiary IRA required minimum distributions (RMDs), and there’s still plenty of confusion about the new rules. The IRS did give us proposed SECURE Act regulations in February 2022, but those rules still haven’t been finalized. They have also raised a lot of new questions.

Hello, I have a client who passed in 2024 at age 77.  The beneficiary on this account is a trust....