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This week's Slott Report Mailbag answers readers' questions about qualified charitable distributions and required minimum distributions.

My stepfather, siblings and I inherited my mother’s IRA after she passed away in 2016. All but one of us...

Quick question: Client died with a Roth IRA in Aug., 2017. He never took any distributions from it and it...

Under the new tax law, for 2017 traditional IRA conversions, does a taxpayer have until 10/15/2018 to recharacterize if they...

2018 is right around the corner. We will be dealing with massive changes to the tax code due to the enactment into law of the Tax Cuts and Jobs Act. Some of those changes are going to apply to you and some of those changes will affect your retirement and assets that you hope will go to your heirs. Are you ready?

Multiple beneficiaries none of which is a spouse. IRA participant was past age of required distributions and had not taken...

We at the Slott Report would like to wish all our readers and their families a very happy holiday season! We thank all of you for taking your valuable time to read the Slott Report over the past year. We have heard from many of you and welcome your comments and feedback. Keep it coming!

I am 80 years old and opened a Roth IRA Conversion account in 11/2013. Is the income generated in the...

Client 8606 shows basis of $63K and value of IRA/profit sharing plan of $2.5M. Client will take RMD for next...

Hi, I have a minor difference of opinion between our financial planner and my wife’s 401k agent. As part her...