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This week's Slott Report Mailbag looks into RMDs, QCDs, and IRA withdrawals prior to turning 70 1/2 years old.

I am retired…presently getting pension….year end about 20K (after taxes)…the 1099-R says I can convert all of it to a...

There were few changes to the retirement contribution limits for 2017. IRA and Roth IRA limits remain the same. The maximum an individual with earned income can contribute is $5,500 split any way they want between traditional and Roth IRAs. An individual age 50 or older during the year can contribute an additional $1,000 for a total contribution of $6,500.

Q: client in early 50’s. Inherited a benef. IRA from husband (who passed away in 2015), who had inherited it...

A new year brings a fresh start and a chance to do things better. You probably have a few resolutions for 2017. You may be planning to eat healthier, get more exercise, or stick to a budget. As you are making your resolutions for the new year, don’t overlook your IRA. Here are a few suggestions for 2017.

This week's Slott Report Mailbag looks into RMDs, Roth IRAs, and "still working" provisions.

Death is inevitable. It comes for us all at one point or another. Some sooner than later, but none are able to escape its grasp. Whenever that time comes, your “stuff,” including your financial assets, generally live on, and are still essentially yours until they are legally transferred to another person or entity. That transference of assets can occur in any number of ways, but often includes a process known as probate.

Does anyone know of an IRA custodian that will issue a 1099B as described below? Under the hypothetical scenario under...

My brother died on October 2, 2016 and left an IRA to me and my sister (50/50). My brother was...

IRA owner = Mother ( Beneficiary = Daughter Mother dies towards end of 2015. Isn’t reported to custodian until 2016....