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I am planning to convert my Traditional IRA to a Roth. The Traditional IRA is a Self Directed LLC which...

A 53 year old client changed jobs last week. He contributed $19,000 to his previous company 401k and they matched...

My son’s Uncle died in 2016. In 2017 his Aunt, as trust executor, finalized the distribution of his 403B. She...

For many Americans, their IRA is their largest asset. It is not surprising then that in times of financial trouble, they may want to turn to their IRA as quick source of cash. If this is your situation and you are thinking about using your IRA for a short-term loan, here is what you need to know.

I am 61 years old and still work for the company. I have 401k company plan. In this plan I...

Client is a sole proprietor and wants to open a SEP or SIMPLE plan. Too late to open SIMPLE for...

In the state of California can a soon to be spouse be entitled to make claim to traditional IRA assets...

This week's Slott Report Mailbag answers readers' questions about conversions, missed RMDs, and inherited IRAs.

Hi, My husband pulled some funds out of his Fidelity IRA last November. We carefully watched the calendar to make...

Tax return information is confidential. As the April 17th tax filing date approaches, pay attention to keeping your tax return information out of the hands of those who could cause you harm.