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TP sole beneficiary of deceased’s 401(a) DC plan. TP was the girlfriend of deceased and wife of deceased challenged beneficiary...

A Simplified Employee Pension (SEP) is an employer sponsored retirement plan where contributions are made to employees’ IRAs. Don’t be fooled by the name! Although these plans are in fact designed to be “simplified” or less complex than other types of retirement plans, there are ways to go wrong and make errors. A seemingly small mistake with a SEP IRA plan can cause big problems.

Dear Alan et al, I have a client who is a university professor (over age 50) who is covered by...

I have a prospect that passed while working, and 64 years old. He was never married and no children. He...

In relation to annuitized IRAs, where the IRA owner has purchased an immediate annuity to satisfy his/her RMDs, does a...

In order to encourage investments in companies, the tax code provides for the preferential treatment of capital gains (gain on property, such as a stock) if the investment being sold had been held for greater than one year. To illustrate this point, examine the following chart, which summarizes the ordinary income tax rates vs. the long-term capital gains rates that apply at various income levels.

This week's Slott Report Mailbag answers a consumer's question about how much community property rules tie into his and his wife's retirement accounts and works through Tom's brother-in-law's delicate strategy involving pre- and after-tax retirement funds.

In order to make an IRA or Roth IRA contribution, you must have “compensation.” What exactly is the definition of compensation for IRA purposes? This article explains the various forms.

Trust Fees Tax Deductibility I’m evaluating some possible options and would appreciate your help. How are tax deductions for a...

Client has $1,000,000 IRA. His age 75 Her age 68. She is first beneficiary and they want the contingent to...