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

It is important to know what your IRA custodian will tell you and what they will not or cannot tell you. The I in IRA stands for individual and many times it is up to the individual to know things or keep track of them.

My IRA shares an equal interest with my Wife’s IRA in RAW land through individual SDIRAs. My wife and I...

Our father passed this year and was 84. My brother and I are beneficiaries to his traditional IRA, which was...

Education is expensive. If you have children and you are concerned about how you will pay the school bills, you know that you cannot afford to overlook any possible option that may help you save. One savings tool that is frequently overlooked is the Education Savings Account (ESA). Here are 15 things you need to know about ESAs.

I named my wife and son each 50% beneficiaries of my 401(k). Question is – after my death will they...

This week's Slott Report Mailbag examines Roth IRA transfers, QCDs and RMDs.

Good Afternoon … I have a question about a SIMPLE IRA …. Have a client who currently maintains a SIMPLE...

Older couple in excellent health and in early 80s with RMD in excess of budget needs. 40/60 stock/bond asset allocation...

Client’s father recently passed away in his mid-80s. Client’s DOB is 12/27/1958; currently 58 but turning 59 before year-end. Client...