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For a sole proprietor, with a solo 401k that permits — – Non Roth After Tax Contributions – In Plan...

I discovered recently that I made an Excess ROTH contribution in 2015 & 2016. The contributions have subsequently been removed...

We have a client that has made the non-deductible IRA contribution of $5,500 and converted that same amount to a...

Husband (70.5+) owned an Individual Retirement Annuity. Annuity value was modest, but the death benefit was significant. Husband was drawing...

This week's Slott Report Mailbag examines 401(k)s, Roth 401(k)s, and spousal beneficiary rules.

Please explain how the ‘Age 55 IRS Rule” applies to this senario: If I left a company before age 55...

Many times when individuals divorce the IRA is split between the spouses. This is done through the divorce decree or separation agreement. An IRA is never split using a qualified domestic relations order (QDRO). That is only used for splitting employer plans, such as 401(k)s.

I have a prospect who recently lost her husband and his estate was placed as Primary Bene of his IRA....

Owner of a small business is contributing to the company’s SIMPLE IRA. Does he need to take RMD after attaining...

As medical expenses continue to increase, planning for them in retirement takes on greater importance. One approach is to shift thinking of the Health Savings Account (HSA) as an account to defray medical expenses annually to an account with pre-tax dollars and tax-free earnings to defray medical expenses years from now in retirement.