Site search

client passed away and has IRA a. Can the heirs have the RMD for 2016 sent to a charity to...

Marriage changes a lot of things. Some things are not quite as obvious as others. We walk you through the key changes to your IRAs, Roth IRAs and overall retirement planning.

When one spouse dies, can the other spouse gift the remaining unused portion for the deceased spouse? I know the...

Another edition of the Slott Report Mailbag examines the power and process behind a stretch IRA and answers a tricky question about using the cost basis of employer stock to satisfy required minimum distributions (RMDs).

If a person dies after taking a large distribution from an IRA, could the executor of the estate roll it...

As with most IRA/tax strategies, the net unrealized appreciation (NUA) strategy comes with a few “don’ts.” Any one of these could mean a loss of your ability to take advantage of the NUA tax benefit.

I am 67 and married (spouse is 63) and we have two daughters ages 28 and 32. I am considering...

Client’s Dad passed away and left his son with the corporation in 2000. a. Does my client receive a step...

When you leave an employer, you may assume that the right move is to roll over your retirement funds to an IRA. Not so fast! For many people, a rollover will be a smart decision. However, don’t assume that is always the way to go. In some cases, as strange as it may sound, taking a lump sum distribution and paying taxes is a smart choice. You may be wondering how that could be possible. Read on to see why a tax break called Net Unrealized Appreciation (NUA) may make taking that distribution a good choice.

Client has a large IRA from which he recently started taking monthly distributions under 72(t). The monthly distributions were calculated...