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Trust Fees Tax Deductibility I’m evaluating some possible options and would appreciate your help. How are tax deductions for a...

Client has $1,000,000 IRA. His age 75 Her age 68. She is first beneficiary and they want the contingent to...

The increase in investment opportunities that are often available in self-directed IRAs can be enticing, but these investments often present unique challenges that should be proactively addressed. The list of challenges is long, but here are three of the most important things to consider before you establish a self-directed IRA accounts.

If one were to Separate from Service after they turn 55 which allows them to withdraw penalty free from their...

What is the date that an IRA must be retitled to an inherited IRA in order to avoid any penalties...

What do you get when community property mixes with your IRA? You will discover that the results can be confusing. Here are some facts every IRA owner should know.

Taxpayer made monthly contributions to a traditional IRA through 2015. When she prepared her tax with Turbo Tax, it (properly)...

This week's Slott Report Mailbag examines the RMD rules for business ownership after age 70 1/2 and the pitfalls of transferring an inherited IRA account to a non IRA bank account. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure.

An individual inherited an IRA in 2011 from a friend, not his spouse. He has not taken any RMD’s claiming...

Hello, 1. Is there any reason not to combine Roth IRAs (contributions only) with Roth IRA conversions (converted from Traditional...