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I have a client that inherited an IRA from her mother who had taken a $40,000 distribution while still alive...

Roth 401(k)s and Roth IRAs have a lot in common. Both offer the ability to make after-tax contributions now in exchange for tax-free earnings down the road if the rules are followed. However, there are some important differences between the two plans that you will want to understand.

I was laid-off from my job in early Feb., 2016 and received a severance package from my employer for 12...

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

If you want to move your retirement account from one institution to another, you can do it one of two ways; directly or indirectly. Moving your account directly is the preferred way because it avoids a lot of headaches, but for various reasons, sometimes people choose to use the indirect method.

A beneficiary IRA was transferred into the wrong Owner/Beneficiary IRA. Surviving spouse (Dad) did not transfer deceased spouse’s (Mom’s) IRA...

The question is about a rollover and here are the particulars: A client who very recently passed away had an...

We received many questions this past tax season about Roth IRA conversions that were supposed to be tax-free, but were not.

My wife and I had Revocable Trusts with each of us as the Trustee of the other’s Trust. Due to...

Hi, I have 2 IRA accounts (after tax IRA and 401K rolled over IRA). I moved them from one brokerage...