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This week's Slott Report Mailbag looks into QCDs, RMDs, Rollover IRAs and Recharacterizations.

Warning! The options described here are for spouse beneficiaries named on the beneficiary forms of IRA accounts. Non-spouse beneficiaries and spouses who inherit through an estate have a different sets of rules.

Hello, Client’s father recently passed away w/ a Trad. IRA and Roth IRA. Left each 50/50 to client and his...

No one can argue that the millennial generation faces big challenges when it comes to savings. Younger workers are dealing with record setting student loan debt, high housing costs and stagnant wage growth. It’s hard to save for retirement when you are worried about the next month’s rent. Here are five strategies to help younger workers get started saving for retirement.

Mom died in the spring of 2016, dad that summer. Mom would have turned 64, dad 73. They were each...

This week's Slott Report Mailbag examines TDAs, IRAs, and prohibited transactions.

Here is a preview of what might come if Hurricane Irma hits the U.S.

As the flood waters slowly recede in the Houston area, many people are asking themselves how they can help the victims of Hurricane Harvey. For those who have IRAs and are charitably inclined a Qualified Charitable Distribution (QCD) may be one way you can help.

Hi, First i want to say this is one of the best place for IRA information that i have seen....

My 401(k) has my wife and son as beneficiaries (50% each). I am currently receiving my RMD as monthly deposits....