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Retired client has $1.7m remaining in 401k. $200k of it in Roth 401k and $400k of it is after tax...

I am contemplating distributing my Roth IRA to my children using gifts less than the $ 14000. maximum this year...

I’ve spent a lot of time looking today but didn’t find anything, so hoping someone can help. Anyone have a...

The once-per-year rollover rule says that you can only roll over one IRA distribution from all of your IRAs (both traditional and Roth) in a one-year period. This is a tricky rule and many taxpayers have run into trouble with it. One area that can be very confusing is determining exactly what the definition of “year” is.

Good morning, We have a client who purchased 72,500 units in a privately held company, in November 2015, with $200,000...

This week's Slott Report Mailbag looks into QCDs, RMDs, Rollover IRAs and Recharacterizations.

Warning! The options described here are for spouse beneficiaries named on the beneficiary forms of IRA accounts. Non-spouse beneficiaries and spouses who inherit through an estate have a different sets of rules.

Hello, Client’s father recently passed away w/ a Trad. IRA and Roth IRA. Left each 50/50 to client and his...

No one can argue that the millennial generation faces big challenges when it comes to savings. Younger workers are dealing with record setting student loan debt, high housing costs and stagnant wage growth. It’s hard to save for retirement when you are worried about the next month’s rent. Here are five strategies to help younger workers get started saving for retirement.

Mom died in the spring of 2016, dad that summer. Mom would have turned 64, dad 73. They were each...