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I did a rollover of my 401K funds, both taxable and non-taxable, the taxable to a traditional IRA and the...

If the RMD is used as a QCD, can the IRA still be rolled over into a Roth IRA in...

Hello, I recently discovered a federal retiree didn’t claim the tax free portion of his CSRS annuity for several years...

This week's Slott Report Mailbag answers readers' questions about avoiding the 10% penalty for cashing in an IRA to pay medical bills and deferring RMDs for a 401(a).

Client has a single 403(b) and a single IRA. The first RMD for the IRA is due on 4/1/18. Assume...

I am re-posting this question from December b/c perhaps I did not ask it correctly. If you read the post...

The U.S. Tax Code is a 74,000-page document with interrelating laws and regulations. Therefore, any time Congress enacts a piece of legislation as massive as the Tax Cuts and Jobs Act (TCJA), there are going to be unintended consequences, or as I like to call it, collateral damage. After passage, it's up to the IRS to sift through the damage and clarify any unresolved issues.

My wife made a 2017 IRA contribution during 2017 for $6,500 which she ultimately was ineligible to make as a...

401(k) participant has after tax dollars (non Roth) that he is directly rolling/converting to a Roth IRA Earnings portion of...

10 Ways the Tax Cuts and Jobs Act of 2017 A ects IRA Planning

1. Roth IRA Recharacterizations
2. Back Door Roth IRA Conversions
3. Kiddie Tax
4. Disaster Area Losses
5. Charity Deductions
6. Medical Expense Deductions
7. Estate and Gift Taxes
8. Investment Expenses
9. Alimony
10. Lower Tax Rates

Chart | 2018 Retirement Plan Contribution Limits

Guest IRA Expert Martin E.