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Most people think it is easy to leave an IRA to their heirs. But is it? The following is a quick quiz. How many of these beneficiary questions can you get correct? The answers are at the end of the quiz.

Good Evening, If a client will be rolling over an old 401(k) Plan that has both traditional/pre-tax and roth/after-tax money...

This week's Slott Report Mailbag looks into missed RMDs, IRA transfers, and Testamentary Trusts.

Deceased has a $1 million IRA. Deceased had not made any beneficiary designation. Deceased was on ‘death bed’ from Sept...

On Sunday night we were treated to the first ever overtime in Superbowl history. It was a great game (with a lousy outcome – sorry, not a Pats fan). Of course, what most people will remember is that the Patriots finished off what may be the greatest comeback in sports history (that hurts to say), and that it was only the score at the end of the game that mattered. That may be true for the Superbowl, but it’s not always the case. As it turns out, sometimes the score at halftime does matter.

Can an employer offer Payroll Deduct IRA’s to their employees and as a side agreement increase the pay to the...

Hi, Client died in Dec 2016. RMD for 2016 had already been taken. Now we are starting the process to...

I have a client who is from Canada but hasn’t lived there in many years. He has all of his...

Are you one of the growing number of savers who has a Roth IRA? If so, there will come a time when you will want to take funds from your account. Here are 5 things that every Roth IRA owner should know before taking a distribution.

with a direct transfer from a 401k/403b to an iRA annuity, when there is a 1099 r sent to client...