Site search

Hello, I have a client that didn’t w/d his 2016 RMD at no fault of his own. My question is...

What if a TIRA owner completes all their 2017 RMDs and then does their 2017 ROTH conversion, early in 2017....

This week's Slott Report Mailbag looks into Roth IRAs, 401Ks, contributions, tax-free options, and more.

on 9/2009 There was an article written by Ed Slott about Net unrealized appreciation , some of the factors, and...

Healthcare is in the news. Talk of the repeal of the Affordable Care Act is everywhere. There is also much speculation about what could follow and what would replace it. At this point, no one really knows for sure. However, there is some basis for believing that Health Savings Accounts (HSAs) may play an important role in whatever comes next for this country’s healthcare system.

If NUA shares decline in price, after NUA distribution and the shares are then sold, is there both an NUA...

It’s not exactly a fun thing to think about, but death is an absolute inevitability. When that time comes or more aptly, sometime before that time comes, there are a number of planning strategies that you can implement to make sure that you preserve tax benefits and minimize present and future income taxes for your heirs. One such planning opportunity may present itself if you own an investment with a loss as your time nears. The issue and possible planning options are best explained by example, so with that in mind, consider the following case of “Bob and Betty:”

Greetings, This is my first post. I am 45YO and would like to retire by 50 and lead a much...

A client passed away in summer 2016. He was 80 years old with no spouse. He took his 2016 RMD...

A person died on November 29, 2015. His Roth IRA was transferred to a Bene Roth in March of 2016....