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I have a client who works for a major Tech company in Silicon Valley. The company provides very good information/education...

New situation on me – client has – W-2 income Self Employment LOSS Client’s CPA/tax preparer relayed the client’s IRA...

This week's Slott Report Mailbag looks into claiming a loss in a traditional IRA, and 403(b) transfers.

I need to find out what to if I didn’t know to take RMD from an inherited non spouse ROTH...

Trusteed IRAs have been in the news recently. More and more financial organization are making these products available. Is a trusteed IRA a good strategy for you? Here is what you need to know about this increasingly popular option.

“Confidence comes from being prepared.” —John Wooden. A successful retirement plan does not happen overnight nor can it exist without proper preparation.

I have a client who has a 401k to rollover part is pretax and part after tax. Can the after...

In my quest to consolidate all my former employer 401(k)’s, I think I made a mistake. I’d like to provide...

1) Did you make a deductible IRA contribution for 2016? If yes, make sure the deduction is reflected on line 32 of your Form 1040.

Wife inherited Husband’s 403(b). Account ownership was changed to the wife’s name (same 403(b) but statements show Wife as owner)....