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Forgive my awkward terminology. I new to this world of IRAs. My step mother died 15 months ago. My father...

On April 13, President Trump signed into law legislation that blocked Obama-era Department of Labor (DOL) regulations encouraging the establishment of IRA plans run by cities and municipalities. On May 17, he signed similar legislation applying to state-run IRAs. While these new developments may make the road ahead for both city and state run IRA plans more difficult, these plans are not going away.

Under my living trust, there are separate conduit Retirement Plan trusts for each of my two children. Since these IRA...

Scenario: Death of 401k participant who was born before 1936. Based only on figures from 401k statement (rounded) below, would...

The long-running saga of the Department of Labor (DOL) fiduciary rule took another turn on May 22 when Secretary of Labor Alexander Acosta confirmed that there would be no delay in the June 9, 2017, implementation date. Mr. Acosta said that after careful consideration, there was no legal basis to extend the deadline.

It sounds funny to say, but death is a part of life for all of us. It’s one of the few things that all of us have in common at some point, and it’s one of the few issues that must be addressed in every plan. While every situation is unique and we all have our own goals and objectives, the overwhelming majority of married couples with IRAs and other similar accounts, such as 401(k)s and 403(b)s, name their spouse as their primary beneficiary as part of their estate plans. As such, knowing the rules for when a spouse inherits an IRA is critical for just about every married couple.

Good morning. I have a question…I will be turning 50 years old in July. I have been contributing the max...

My client passed Oct 2016 and left his IRA (no RMD taken in 2016) to his trust that created a...

Husband/IRA owner dies suddenly shortly after age 60. Wife/designated beneficiary, will not be 59 1/2 til November this year. Established...

This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and Roth IRA distributions.