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I have a client that has an after-tax IRA and would like to transfer that to his after tax 401k...

I have a client who has a 401k that we have rolled into an IRA. She turns 70 1/2 in...

Hi Alan, I have a client who turns 53 in May, and will be retiring in the next few weeks....

This week's Slott Report Mailbag looks into early distributions, back-door Roth conversions, and Roth IRAs.

I have a problem that I’m not sure how to  handle and was wondering if anyone has had any experience...

Client reached 70.5 in 2016. Considering taking a total distribution of his 401k in 2017. 1. taking both 2016 and...

Any time you get a 1099-R for a retirement plan transaction, make sure you give it to your tax preparer. The IRS gets copies of your 1099-Rs, so they need to be included on your income tax return. They cannot be ignored, even if they are for a non-taxable transaction. How will your tax preparer know it is a non-taxable transaction? You have to tell him or her.

Hi, I have a client who is 63 that has highly appreciated company stock in their 401k program. $98k is...

Over $23 trillion sits in various types of retirement accounts across America, according to the Employee Benefit Research Institute. Even that figure may be low. Since 2011 when that figure was calculated, markets have increased and retirement savers have contributed even more to their plans, adding thousands of dollars to the average person’s retirement plan balance. No doubt, trillions more sit in bank accounts, brokerage accounts, mutual funds and other types of “non-qualified” investment accounts.

Hi, I have a client who is 63 that has highly appreciated company stock in their 401k program. $98k is...