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This week's Slott Report Mailbag looks into indirect and direct transfers, 60-day rollovers, trusts as a beneficiary, and 403(b)'s.

I just read your February newsletter. the bottom of page 4 states that if a person inherits an ira through...

I realize IRAs and 401k operate according to some different rules, but I seek some clarity: I opened my first...

10 Things Every Advisor Must Know When a Spouse Inherits an IRA 1. How to Ensure All Options for a Spouse Beneficiary 2.

My brother is retired, he turned 70 in November 2016 and he has not yet begun collecting his pension. He...

Last week my Slott Report article created something of a firestorm in my email inbox. Shortly after it was posted I began to receive a litany of emails, all written very respectfully, but all of which said my post was incorrect and that revisions were necessary in order to avoid Slott Report readers from making errors with respect to their planning. To recap the article and the point of contention in a nutshell; I gave the hypothetical of a married couple, of which one spouse was about to pass and owned stock in his name only at a loss. I then suggested that a sly strategy would be to gift that stock to the other spouse prior to the owner-spouse’s death so as to preserve the potential loss.

I’m working with a client whose mother passed away in 2013. She was the beneficiary of mom’s IRA, that mom...

In my opinion, expanding the availability of HSAs to more Americans is not going to solve the problem of providing health insurance to all Americans. Here is why I believe that statement.

I have a 401K – IRA . I took my required distribution last year when I became 70 1/2. The...

I saw some very cogent discussion on the topic of non-spousal beneficiary IRAs and beneficiaries who took no action to...