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James died in late 2016 leaving his Roth IRA to his children. He had had the Roth for well over...

Advice from Fideltiy: Since RMD had not been taken out of the IRA before IRA owner’s death, it becomes part...

Untying the Knot – How to Get It Right When Handling an IRA in a Divorce

• Divorce Decree is a Must ρ No QDRO Needed
• Preparing for a Transfer Due to Divorce
• How to Transfer IRA Funds in a Divorce
• What NOT to Do: The Kirkpatrick Case
• After the Transfer Due to Divorce

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Insert: Splitting Retirement Accounts in Divorce Using the Disclaimer as an Estate Planning Tool 

• The Basics 
• Example 1: Complete Disclaimer 
• Example 2: Pecuniary Disclaimer 
• Example 3: Fractional Disclaimer
• Last Thoughts

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Beware of these 3 investing mistakes with your IRA: late investments, illegal investments, and prohibited transactions. They can cost you or your clients big bucks.

With the tax deadline having just passed, now is the perfect opportunity to start planning for next year. Last year’s return should be readily available, and you may even have many important items committed to memory. Additionally, four months into the year is the perfect time to begin making current year projections. Of course, this year is different. That’s because 2018 will be the first that we file under the changes created by the Tax Cuts and Jobs Act (TCJA).

My Dad recently passed I am the successor trustee, he had an Annuity worth 35,000 I need to find a...

Hi, Have clients with the following scenario. Daughter passed away and left her IRA to both mother and father 50%...

Hi, Client has a cash balance plan worth 800,000. Age 56. Client just changed jobs, money is still in the...

This week's Slott Report Mailbag answers readers' questions about Roth conversions, the pro-rata rule, and rollovers.

One of the greatest benefits of an IRA is its ability to provide tax-favored wealth for heirs. An IRA left to a beneficiary can be "stretched" to provide pre-tax compound investment returns for the rest of the beneficiary's life -- or even longer. And these can be distributed totally tax free if it is a Roth IRA.