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In recent Private Letter Ruling (PLR 201706004) the IRS allowed a widow to do a spousal rollover, but with an interesting twist that also ruled the five-year rule applied because the IRA had no designated beneficiary.

I just recently found out that i made excess contributions for the following years. 2011 ($5,000) 2012 ($5,000) 2013 (1693)...

I am doing a financial plan for a lady who turned 70 1/2 in 2016. Her husband died about 12...

I have and attorney client that says he can gift his 401k to his grand children . Do you agree...

I have a client who has been converting 50k from his Trad IRA to Roth IRA for past 5 years....

I’m 66 years old, been retired for couple of years and don’t plan or (God willing) need to withdraw any...

client passed away and left estate to her two children. They filed an inheritance tax since the estate was over...

This week's Slott Report Mailbag looks into inherited IRAs, beneficiaries, and RMDs when you are still working.

Is this a good forum for a Form 8889 question? If not, can anyone suggest one? For Line 6 on...

To help for tax planning re: Roth conversions, etc., I run cash flow projections that I update after each time...