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If you want to move your retirement account from one institution to another, you can do it one of two ways; directly or indirectly. Moving your account directly is the preferred way because it avoids a lot of headaches, but for various reasons, sometimes people choose to use the indirect method.

A beneficiary IRA was transferred into the wrong Owner/Beneficiary IRA. Surviving spouse (Dad) did not transfer deceased spouse’s (Mom’s) IRA...

The question is about a rollover and here are the particulars: A client who very recently passed away had an...

We received many questions this past tax season about Roth IRA conversions that were supposed to be tax-free, but were not.

My wife and I had Revocable Trusts with each of us as the Trustee of the other’s Trust. Due to...

Hi, I have 2 IRA accounts (after tax IRA and 401K rolled over IRA). I moved them from one brokerage...

Sure this has come up before, but can’t find the answer for sure. When a person remarries in a community...

NY residents. Wife’s GI + $589k and contributes $18,000 to ER 401 K. Husband W2 GI $65k. No 401 K...

This week's Slott Report Mailbag looks into IRA beneficiaries, Roth IRAs, and spousal contributions.

I have a client who participated in several retirement plans at a hospital for 30+ years. Three were pre-tax plans...