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Client age 76 is taking RMD’s from 2 separate IRA’s in fixed annuities. He also owns a NQ annuity with...

My client died earlier this year and left his IRA 50/50 to both his son and daughter. We opened an...

Most IRA accounts hold pre-tax contributions and rollover amounts from employer plans. For purposes of this blog, I am going to assume that there are no after-tax amounts held in any IRA, including SEP and SIMPLE IRAs.

I have a client who used the NUA strategy last year, in 2016. She retired from P & G. She...

Does anyone have experience with “excess deductions” and the Civil Service Retirement System (CSRS)? Federal employees who work past 41...

I will be retiring in about a year. My retirement election will include a monthly check of about $5000 and...

As the summer heats up, healthcare remains a hot topic. Will the ACA survive? Will Congressional Republicans succeed in repealing and replacing it? As we reach July these questions remain unanswered. One thing that is clear, however, is that Health Savings Accounts (HSAs) are playing a significant role in the healthcare deliberations. Proponents advocate expanding these accounts as a way to save on health costs and get a tax break. Opponents argue that HSAs can’t help those who cannot afford to fund them.

A client prepared a Revocable Living Trust and has made the trust his Contingent beneficiary on his IRA. His spouse...

This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and NUAs.

We have a client who retired from Colgate this year. She had pre-tax money of $1.7MM (all non-company stock), Colgate...