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The arrival of fall means that it’s back to school time! This also means it is time for new school supplies and other bigger expenses. Are you thinking about using your IRA to pay that large tuition bill? The rules can be complicated. Here are 10 things you will want to know.

I have read a bunch of these threads and still unsure, so here is our client’s situation. Currently 76 years...

My client has a Roth 401k that has been in place for only 2 years. He is 65 and retiring....

I have a client who turns 70 1/2 this year (Turned 70 on January 12th, 2017) and is still an...

Hi, I’m new to the forum and have a question about filing and reporting for my Rorth IRA. My goal...

i received this inquiry from a client and not sure how to answer. Can someone help? After my wife’s death,...

This week's Slott Report Mailbag examines NUA and the required beginning date (RBD) for taking an RMD.

Many IRA owners invest in assets other than the usual stocks, bonds, cash, and mutual funds. In fact, the tax code allows for IRAs to invest in just about anything out there except for collectibles, life insurance, and S-corporation stock. But when you invest in those “other assets,” what are they really worth?

A retirement plan has both before tax and after tax funds in it. Funds are distributed from the plan to...

You may have heard of the Net Unrealized Appreciation (NUA) tax break. This is a special rule that allows you to qualify for capital gains treatment on distributions of appreciated employer stock from your employer plan. With the market doing well, now may a be a time when this strategy is more appealing than ever. You may understand the basics of how these rules work but here are five facts about NUA that may surprise you.