Site search

This week's Slott Report Mailbag discusses complex retirement planning topics with a charitable uncle interested in leaving his Roth IRAs to his grandnephews and nieces and an employee moving to part-time work who is still interested in contributing to his 401(k).

Client has no family here left. Only family is in the Netherlands. Does anyone have understanding of how an IRA...

IRS does not have a crystal ball. Its team members don't know how long you are going to live. The life expectancy tables are based on statistics and do not take into account any of your personal information. Read on to discover what life expectancy table you should be using and how each works.

If I am working par time after age 70 and contribute to my 401K will I be able to continue...

My friend, 69 years old this month, has a Tax Sheltered Annuity (TSA) contract (403b) and is having difficulty determining...

An HSA has been described as offering triple tax benefits. One, contributions are deductible. Two, there is no taxation on funds while they are in the HSA and, three, distributions taken for qualified medical expenses are tax-free. Not a bad deal! When you reach age 65, however, there are some important changes in store for your HSA.

While I am retired and over 70.5, my bride is self-employed and was able to make 2015 RIRA contributions. Since...

Client who is age 57 made monthly non deductible contributions to a previously funded Traditional IRA for years: 2014 at...

This week's Slott Report Mailbag looks at required minimum distribution (RMD) calculations for primary beneficiaries (depending on who is named) and answers a complex question on RMD issues when inheriting an inherited IRA.

Good Afternoon, I have what I thought was a straightfoward questions – instead I have been receiving a number of...