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I had an fascinating question posed to me recently. I would appreciate any and all feedback Sole proprietor – established...

It’s not a good question to be asking, and it’s certainly not the right question to be asking, but one fairly common question asked by both advisors and clients is “How are they going to know?” The “they,” they’re referring to, is the IRS. For those that have ever wondered, here are the answers to seven common “How are they going to know” questions.

My wife and I are retired, ages 61 and 62, with $560,000 (tax deferred) in the Thrift Savings Plan, $143,000...

My aunt passed away this year before taking her 2017 RMD. I recall Ed’s articles often discussing the need to...

I hope someone can help me. My husband died in March, 2017. He was 57. He has one 401K account...

This is a reminder that not all 10% early distribution penalty exceptions apply to all retirement plan distributions. Here are the three biggest mistakes that we see.

Grandfather left inheritance 4 ways. To his two daughter and two children of the one daughter. the two daughters are...

grandfather passed away and left money to his grandson. Am I correct in stating that the grandson is a “D”...

This week's Slott Report Mailbag looks into 72(t) payments, CD-IRAs, and the once-per-year rollover rule.

My client passed away in November 2016 and was 62 years old. He left behind a $1.6 mil IRA 100%...