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If I write the check from my personal account to gift my married sons regular Ira in california into his...

Hello, I liked to confirm how to do a Roth Conversion with commingled non-deductible contributions, while avoiding any pro-rata triggers....

401k trustee sent two check to new IRA trustee. One for the pre tax amounts, then a separate check for...

What happens when you take stock out of your 401k using the NUA rule and sell it within one year?...

This week's Slott Report Mailbag answers readers' questions about the still-working exception and indirect transfers.

After more research my questions are: 1) Did I do more than one rollover to an IRA in one year?...

There are certain events that will require the filing of special forms or tax documents when you file your income tax return. If you have received a distribution from any retirement account, real or deemed, during the year, or if you have done a Roth IRA conversion - even if you did a total recharacterization - or if you have incurred a penalty or additional taxes in a retirement account during the year, you will have to tell IRS about any of these events.

I have a 53-year-old client who retired this past year as an air traffic controller for the federal government. She...

I have a client that inherited an IRA after the deceased spouse started taking RMDs. He was 85 when he...

Roth IRAs have been around for 20 years now. Lots of taxpayers have taken advantage of the tax-free benefits of these accounts by converting their traditional IRAs or employer plans to Roth IRAs. But many have hesitated. Maybe you are among those who held back. The year 2018 may be the year to change your mind.