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Client is US citizen and lived in US until September. In September, he moved to New Zealand. While in the...

Have 3 small IRA accounts i.e. A, B, and C and would like to know if I could make the...

This week's Slott Report Mailbag answers readers' questions about QCDs and basis from a Roth conversion.

Client age 58 is retired from company. 401k value ~$1MM, of which ~$200k is after-tax. Roth is not available in...

In Oct 2016, client (age 67) retired and had $1,400,000 in his former employer’s 401(k). $25,000 of that was after-tax...

Hello, My father left me as his beneficiary of his IRA that was being managed by a community bank. When...

Recharacterization is currently one of the few “do-overs” allowed under the tax code. Its days may now be numbered. The tax reform legislation currently pending in Congress would do away with recharacterization at the end of 2017.

My company 401K allows in-service rollovers. In 2015 (when over age 59 1/2) I rolled over the $800K pre-tax amounts...

Message body A HUGE THANK YOU TO ALAN AND OTHER EXPERTS WHOSE KNOWLEDGE AND GENEROSITY OF SPIRIT IS PRICELESS TO...

Some folks are using irrevocable trusts with Independent trustees rather than LLC’s to operate their self directed Checkbook IRA’s. This...