Site search

Do you have an HSA? Have you thought about what will happen to those funds after you are gone? You may be surprised. At your death, any funds remaining in your HSA are payable to the beneficiary you name on the account. If your spouse is your beneficiary the news is good. If your kids get your HSA, they may not fare so well.

I know the details get complicated on this, so wanted to double check. First question – My client took out...

In January, completed a rollover from 401k plan into my traditional IRA. Then in February, did a trustee to trustee...

If a client has a $100,000 IRA and their RMD for the year is roughly $4,000, and they take the...

This week's Slott Report Mailbag looks into SEP-IRAs, 403(b)s and inherited IRAs.

The internet can be a blessing and it can be a curse. It is a fantastic place to do research on almost anything, but is the information you find current and accurate? Here are five things to consider when doing internet research into retirement questions.

Ok, I am currently age 59. I have a 72T in play on an account I have with NY Life....

My client John Smith died earlier this year and left his IRA Rollover to a John Smith Conduit Trust. The...

Nothing lasts forever. This includes tax deferral on your IRAs. Eventually, Uncle Sam is going to want his share and will require funds to come out of these accounts. That is when required minimum distributions (RMDs) must begin. What if you don’t need the money? What if you don’t want a tax hit? Here are five strategies to reduce your RMDs.

This week's Slott Report Mailbag looks into taking RMDs from multiple accounts, 60-day rollovers and the once-per-year rollover rule.