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I am the beneficiary of a Traditional IRA from my Mom. She passed away in late November 2015 and was...

Hypothetical scenario: John Doe leaves an employer at age 52 with a $100,000 401k. He rolls the funds into his...

It's time for another edition of The Slott Report Mailbag, where we answer consumer questions on situations involving Roth conversions and the pro-rata rule, whether you need earned income to contribute to a Roth IRA and certain Roth IRA tax scenarios (reminder: Tax Day is Monday!)

I am uncertain how to reflect a 1099-R distribution of an Excess Roth IRA Contribution on Forms 1040, 5329 and...

Recharacterized $ from Roth back to IRA. Was using TaxHawk. Requires a hard copy return mail in for this. Does...

Hi, before mailing my check to the IRS, I just wanted to get another expert to support what I am...

We are down to the wire! The tax-filing deadline is rapidly approaching and time is running out to make your 2015 IRA contribution. In the final few days, before the clock runs out, here are 10 quick last minute tips to keep in mind about contributing to an IRA.

Last month I decided to convert all of my TIRA (#1), one of three TIRAs, to a ROTH, Soon after...

I recently retired and have after-tax contributions held inside my 401k. As I understand it, I can rollover the pre-tax...

It's time for another edition of The Slott Report Mailbag, where we answer consumer questions on required minimum distribution (RMD) procedures with IRA annuities, The Roth conversion conversation and the Roth IRA beneficiary rules for spouses.