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I named my wife and son each 50% beneficiaries of my 401(k). Question is – after my death will they...

This week's Slott Report Mailbag examines Roth IRA transfers, QCDs and RMDs.

Good Afternoon … I have a question about a SIMPLE IRA …. Have a client who currently maintains a SIMPLE...

Older couple in excellent health and in early 80s with RMD in excess of budget needs. 40/60 stock/bond asset allocation...

Client’s father recently passed away in his mid-80s. Client’s DOB is 12/27/1958; currently 58 but turning 59 before year-end. Client...

It’s back to school time and the costs for college are quickly mounting. Where is the money going to come from? Many times individuals look to their retirement funds to pay higher education expenses. Can this be done and is it a smart move?

Experienced this for the first time recently when an employer notified a retiring employee of their options pertaining to leaving...

Administrator of brothers estate–brother died without a will at 49 years of age & no bene for 401K. TItled 401K...

Quick question. Recently initiated rollover from 401K. Requested separate checks for pre tax and after tax portions of account. Fidelity...

A well-known quote attributed to baseball great, Frank Robinson, says “Close doesn't count in baseball. Close only counts in horseshoes and hand grenades.” In a recent Tax Court Case, David D. Pritchard et ux. v. Commissioner; T.C. Memo. 2017-136 (July 10, 2017), the Court found the exceptions to the 10% penalty for early distributions from retirement accounts to be more like baseball than horseshoes or hand grenades. Close is not good enough!