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In 2004, I completed a total rollover of a 401k containing pre-tax and after-tax funds into a traditional IRA. The...

Clients dad passed away and the IRA beneficiaries are the two sons and the daughter’s special needs trust. We would...

We have a client that is 72 and just passed away without satisfying his 2016 RMD (spouse is the sole...

I've received several questions about these two popular planning strategies, and whether it was too late to incorporate them when you sit down with your CPA. The short answer is yes, the ship has sailed. And here's why.

My mother passed in October and her IRA is being distributed to her 6 kids. Her 2015 distributions fell just...

Tax season is here. This is the time when many IRA owners consider making contributions for the prior year. Are you planning on making a 2015 contribution to your IRA? Here are 10 IRA contribution rules you need to know.

I have a client who has a Simple IRA thru his employer. Jan 2016 his employer has introduced a 401k...

Hello, everyone! I have an interesting question that’s been going around our office. We know that you can deduct investment...

Individual passed away after RBD with no listed beneficiaries. Custodian established an “Estate IRA Beneficiary Account”. What options do the...

This week's Slott Report Mailbag answers questions on three of our most popular topics: required minimum distributions (RMDs), the stretch IRA and IRA rollovers. The rules are extremely confusing, and we clear them up for these three consumers in this mailbag.