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Greetings from the 2016 AICPA National Advanced Estate Planning Conference! Having presented the last of my three sessions here on Monday evening, I’ve been enjoying the rest of my time by meeting many CPAs and other professionals here, as well as attending a host of excellent sessions. One session which I particularly enjoyed was presented by Anne Coventry and Karin Prangley, and covered the latest developments in the area of digital estate planning. That may not seem very important to you at first glance, but the reality is that it could be VERY important. And that importance is only likely to grow in the coming years.

There seems to be much discussion regarding this topic. I am aware that the Trade and Accountability Act of 2015...

You took a distribution from your employer plan or another IRA and the receiving company put it in the wrong account. Your IRA company did not process your 72(t) distribution in the correct amount. An advisor/salesman told you that the company offering a “great” investment could hold it as an IRA. Someone at the bank told you that you could do a rollover in 90 days, or that you could roll over more than one IRA distribution in a year. You get the idea. So who is at fault for these issues?

I have a 401k plan. last year one of our participants cleaned out her account when she was diagnosed with...

It is my understanding that an owner of a traditional IRA in RMD status, say at age 75, or, a...

My father passed in April 2016 and my sister and I are the designated beneficiaries on the traditional 401K and...

Hi Bruce, I’ve posted here for a while now, and I’ve learned a ton from you and Alan and so...

I’m 70 years old and single. I’ve read parts of 590B and I am confused about when my Roth IRAs...

This week's Slott Report Mailbag examines excess Roth IRA contributions and clarifies the two-year rule on an IRA rollover to a SIMPLE IRA.

Husband passed away in 2015 at age 82. Spouse’s trust was beneficiary of his IRA and 403(b). RMDs were made...