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When you leave an employer, you have an important decision to make. If you participated in a company plan, you need to decide what to do with your money. Should you roll over your funds to an IRA? Here are 3 exceptions to the early distribution penalty that just apply to IRAs.

I have a client that was high pressure sold an annuity a couple months ago. Once the agent delivered the...

If a client who is 42 takes an early distribution to refinance his home after a divorce, can it be...

Hi there, If it’s after April 15th, is a custodian required to submit a corrected 5498 if a customer requests...

Access your subscription Become a subscriber –first month free  The last Baby Boomer just celebrated their 50th birthday and 10,000...

The Protecting Americans from Tax Hikes (PATH) Act of 2015 was signed into law on December 18, 2015. This bill was commonly known as the “Extenders Bill” because it made several favorable tax provisions permanent that had been temporary, some for many years. Buried way down in the PATH Act was a provision that affected SIMPLE IRAs. We outline what has changed.

I am 65 years old, retired and receiving retirement annuities including Social Security. I also have a Thrift Savings account...

Qualified money(of course), with an Annuity LifeTime income rider, payouts satisfy the RMD on the Annuity contract value and there...

This week's Slott Report Mailbag looks at several retirement planning complexities, including required minimum distribution (RMD) responsibilities for a non-spouse beneficiary and Social Security benefits for a divorcee.

A client turns 70.5 this October. His first RMD is $76,000. In February this year he made a $25K charitable...