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Please help. So my mother had an IRA. My parents were both murdered. (At the same time) So her IRA...

Is a Roth 401k participant now permitted to do the following? Roth 401(k) account balance consisting of $80,000 after-tax contributions...

I have been told by an FMO (JD Mellberg & associates) that when the cash accumulation value is low (almost...

Can cashing out an IRA be a breach of fiduciary duty? My aunt’s contingent beneficiary (primary predeceased) is her estate....

I am 30 years old and have contributed funds to my Roth 401(k) for the past 4 years. I am...

If a ROTH IRA owner passes and if an Accumulation Trust (which meets all requirements for look through) is the...

In one fell swoop, the IRS has just saved thousands of IRAs from the harsh bite of needless and accelerated taxation. On Wednesday August 24, 2016, the IRS released Revenue Procedure 2016-47, which allows you to complete a late 60-day rollover of retirement funds using a self-certification. Here's what this means for retirement account owners.

The IRS has issued Rev Procedure 2016-47 which provides taxpayers with a self certification procedure under which a rollover can...

In this week's Slott Report Mailbag, we examine SEP IRAs (just like we did yesterday when outlining a major mistake to avoid), their yearly contribution deadlines and how they interact with required minimum distributions (RMDs).

Hello, 1. In the case where a Trust is named as a beneficiary of an IRA (whether conduit or Accumulation),...