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This may be a silly question, but knowing the rationale behind it all would help. I have a client who...

My question is how do you calculate the RMD from a defined benefit plan? As background, taxpayer retired in Oct...

Case Situation The Tax Payer (TP) (Current Age: 64 but will be 65 in July 2018) has been working for...

This week's Slott Report Mailbag looks into the one-rollover-per-year rule, RMDs and the 10% early distribution penalty.

we have a client who inherited her mom’s qualified annuity back in 2012. Mom died 7/9/2012 (date of birth 12/19/1927)....

I started a SEPP Plan and took first distribution on Sep 06, 2012. I am over 59 1/2 years old....

On July 28, the Treasury Department announced that it was ending the myRA program. The Department issued a very brief statement saying that as part of the Administration’s effort to assess existing programs and promote a more effective government it was determined that this program was not “cost effective” due to its low enrollment.

I ask about a different angle on the many great discussion points of the much misunderstood Rule of 55. Can...

I recently completed a 401k rollover from a previous employer’s plan into a traditional IRA I already held with a...

I have a client that opted for early retirement. He is 56 years old. Back in July 2014, we did...