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A wife inherited her husband’s 401(k) at Fidelity. The account is apparently registered as a beneficial 401(k) – NOT an...

This week, Ed and I (Jeffrey Levine) are in Las Vegas for the first ever AICPA Engage Conference. Engage has taken some of the biggest (and in my humble opinion, best) AICPA conferences, such as the Advanced Personal Financial Planning Conference and the Advanced Estate Planning Conference, and merged them into one giant conference.

This week's Slott Report Mailbag looks at converting a traditional IRA to a Roth IRA, as well as making Roth contributions in the year of retirement.

We have a client that is taking an in-service distribution from his 401k, the distribution will be a direct transfer-rollover...

Catch-up contributions for most retirement plans and IRAs can be made beginning in the year you are going to turn age 50. The only plan that does not allow catch-up contributions is the SEP IRA. The following are the catch-up limit amounts.

What happens when you have a parent who had a non-qualified annuity and they die with their non-spouse beneficiary electing...

I have a client that inherited an IRA from her mother who had taken a $40,000 distribution while still alive...

Roth 401(k)s and Roth IRAs have a lot in common. Both offer the ability to make after-tax contributions now in exchange for tax-free earnings down the road if the rules are followed. However, there are some important differences between the two plans that you will want to understand.

I was laid-off from my job in early Feb., 2016 and received a severance package from my employer for 12...

This week's Slott Report Mailbag looks into missed RMDs, inherited IRAs, and QDROs.