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This week's Slott Report Mailbag looks international beneficiary IRAs, tax free IRA withdrawals, and inherited IRAs.

Question: When is the last day to make a 2016 Roth IRA conversion? Today's Slott Report goes into popular questions and answers you may have for the end of the calendar year.

Individual deposited a check from his IRA 30 days after it was mailed – when does his 60 day window...

I have what I feel is a straightforward question. Sole prop (no employees) wants to establish a solo-K. His intention...

As 2016 draws to a close, and we get ready to ring in the new year, it’s a great time to look back. Here is a roundup of six of the big stories in the world of retirement accounts for 2016.

This week's Slott Report Mailbag looks into Inherited IRAs, Defined Contribution Profit Sharing Plans, and Roth 401K rollovers.

I was reading on the PayChex 401k Closing paperwork and it said if the plan is closed you can not...

To qualify for a 2017 QCD, a 401k account rollover to a TIRA must be done by by 31 Dec....

H – Have your financial institutions send you a copy of the beneficiary information they have on file for you. On more than a few occasions, we’ve seen financial institutions lose copies of beneficiary forms (or in some really egregious cases, destroy them). Asking for this information annually helps ensure that there are no surprises when you’re no longer here. The beneficiary form is the most important document when it comes to your retirement account. Therefore, even though it may seem monotonous to check these forms year after year – especially if you haven’t made any changes – it’s worth the effort.

My traditional IRA contains only mutual funds which make large distributions in December. In the past I’ve taken my RMD...