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I am stumped. All help is appreciated 401k participant, > 70.5, >5% owner, sold his share of the company; sale...

Owner of a traditional IRA dies well after her RBD. Beneficiary of the IRA is Owner’s Living Trust. Trust meets...

I want to confirm my understanding of this limit in my wife’s situation: Age 65, did a TIRA to RIRA...

Client, trustee of a trust recently found out they were a beneficiary to an IRA,  Nonspouse beneficiary.  The decedent passed...

Community Property and Retirement Plans My IRA is Not Always Your IRA • Retirement Plans and Other “Stuff” • Community Property States • Determining Whether Community Property Rules Apply • How Community Property Works • When Do the Rules Collide?

There is a lot of information out there about how converting to a Roth IRA is a great move for younger people. This is no surprise. A younger person who converts may pay taxes on a smaller IRA balance and have years to accrue tax-free earnings in their Roth IRA. But what about older people? Older individuals should not overlook the potential tax benefits of converting later in life.

I was laid off from my employer of 29+ years 596 days short of being able to leverage the “year...

I am planning to do 401K LSD. My after tax balance in 401K exceeds the first year RMD. If I...

This week's Slott Report Mailbag answers a popular required minimum distribution (RMDs) question - can my sister take the inherited IRA RMD for both of us? - and another consumer's inquiry on Roth conversion tax reporting.

In Ed. Slott’s book I read somewhere that you can name a beneficiary and if the beneficiary (for example your...