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This week's Slott Report Mailbag looks into the still-working exception and RMDs.

Would there be any drawbacks or disadvantages if all traditional IRAs of a taxpayer are converted to Roth? Would there...

I’ve run into a situation which I am unfamiliar. A 401(k) participant passed away in 2017 naming the estate as...

While there is a lot of focus on the proposed tax law changes that have a target effective date of 2018, there is something we can count on for 2018, the inflation adjusted retirement account limits. There are currently no proposed changes to the following limits.

Finally, after almost 9 years i received a distribution. This was originally in an IRA fund. Because of the delay,...

Facts: – Account owner forgot about a company retirement account – Account Owner died in 2011 at age 83, never...

House Republicans took the first shot at tax reform with the release of the Tax Cuts and Jobs Act on November 2. Now it is the Senate’s turn to weigh in. Not surprisingly, the Senate’s take on overhauling the tax code looks very different than the House version. You may wonder how your retirement account may be affected. Here are some highlights.

Do the 60 day rollover rules apply to a withdrawal from 401k? After the withdrawal for home purchase is made,...

Help! In the last 2 months my siblings and I were contacted by Fidelity Investments and notified that my mother...

This week's Slott Report Mailbag examines inherited IRAs and retirees taking RMDs for the first time.