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So I have been told that to calculate an RMD as a non-spouse beneficiary, I need to do the following...

I have Designated (son) and Non-Designated Beneficiaries (3 charities) to my traditional IRA. I would like to clarify that my...

Millions of Americans were affected by Hurricanes Harvey, Irma, and Maria. You may be one of them. If you are, there is some encouraging news. On September 29, President Trump signed H.R. 3823, the “Disaster Tax Relief and Airport and Airway Extension Act of 2017” into law. The new law provides a package of tax relief for Hurricane victims, including a provision that allows penalty-free distributions from retirement accounts.

MY IRA ORIGINALLY WAS AN INVESTMENT SAVINGS PLAN WITH THE OPTION OF PRE TAX AND AFTER TAX MONEY CONTRIBUTED TO...

Thank you in advance for your help! We have a client who inherited a Roth IRA from her brother. The...

This week's Slott Report Mailbag examines RMDs when you are still working past 70.5 years old and inheriting multiple IRAs.

I am trying to determine how to calculate the “gain” of the recharacterized amount after a Roth Conversion. History: Person...

This is the story of Al, Bob and Carl. Each cousin is the non-spouse beneficiary of his father’s 401(k) plan. Their fathers worked together at the local automotive factory for their entire lives and were all covered by the same plan. The default distribution option in the plan for non-spouse beneficiaries is a five-year payout.

Male dob 10/1/1947 has an IRA as his only retirement account and is still working in his 100% owned small...

Please, if my birthday is 11/3/1945, then I turned 70, 11/3/2015. I turned 70 and 1/2 on May 3, 2016....