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I am 55 yrs old will be 56 in July, my wife is 55 and will turn 56 in June. ...

Referencing a May 23, 2024 article, TRUSTS AS A BENEFICIARY AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG, by Andy...

QUESTION: At age 80, after I take my required minimum distribution (RMD), can I then do a rollover from my...

Brother A died 15 years ago and named his brother B as his beneficiary.  Brother B put the IRA in...

Hello All! I am hoping for some help on this one… A client’s mother passed away in 2021 at the...

After more than two years, we might actually soon be getting answers from the IRS on several important unanswered questions...

Hi: I am 64 and I am planning to open a Roth 401(k). I already have a funded Roth since...

Hi: I am 64 and I am planning to open a Roth 401(k). I already have a funded Roth since...

Handouts Course Manual Are you ready to take the next step and join Ed Slott’s Elite IRA Advisor Group? Learn...

Thank you in advance.  My client, age 70 expects to die of cancer within the year.  He wants to purchase...