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Assumptions (please correct me if in error) 1. Retired, I will take 1st RMD in 2018, reaching age of 70.5...

I am 70 1/2 this year and have been retired for 10 years. I understand that I have to take...

In the past couple of weeks, I have heard the wrong answer to the question of where required minimum distributions (RMDs) must go to a trust beneficiary from both an advisor and an IRA custodian.

My friend inherited an IRA after his father passed away in 2006; his father had not begun taking distributions from...

My father, who passed away in 2015, had an irrevocable trust that contained his IRA. The beneficiary of the IRA...

It’s Halloween season! This is the time for ghosts, witches, and trick or treating. What does Halloween have to do with your IRA? You might be surprised to hear that your IRA may be haunted. How can that be? Believe it or not, actions you take, or don’t take, can haunt your beneficiaries for years down the road.

My client who just turned 70 1/2 (To be specific, she is past the 70 years and six months point.)...

Will try and make it simple. My mother wants to leave IRA to my minor son. Fidelity says that all...

Client’s son left his father as beny on a 414h with the state of NJ. His son passed away in...

This week's Slott Report Mailbag examines NUA rules and the "still working" exception.