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Year-end means busy. Chaotic, time-strapped busy with family obligations, festive celebrations and closing the books on 2015. "Closing the books" includes year-end tax planning - and to assist with that endeavor - I've detailed three tax planning strategies you should consider at year-end. So, if you are self-employed, own your own business or just want to take advantage of tax-saving strategies, read on for my list of key year-end maneuvers.

In the olden days you could not rollover traditional after-tax basis amounts from a qualified plan to a traditional IRA....

A new client calls or comes to your office. They tell you that they have just inherited retirement assets from their parent, spouse, sibling, friend – it doesn’t matter who. What is the first and most important question you ask them and what impact does that answer have?

If you are taking care of children and not working outside the home, you may believe that you are not eligible to make an IRA contribution. You may think that because IRA contributions must be based on taxable compensation, if you personally have not worked this year, you are out of luck. That may not be case. Here's why.

Does anyone know if someone who is still working and the company offers a 401K, which you participate in, if...

Client has a 401k with both pre-tax and after-tax dollars. Their intent is to roll over the after-tax amount into...

I’ve recently had another thread full of questions going. But momentum on that thread seems to have stalled, so I...

This week's Slott Report Mailbag looks at the process of reporting IRA distributions on your tax return - and what happens if you pay too much tax? - answers a question about a woman's rising Medicare Part B premiums and points out the key 401(k) employer plan provision that could allow you to move employer plan funds outside the plan while still a plan participant.

I have a client who recently remarried, has 3 college age children, is beginning the work of redrafting his will....

If a non-spousal beneficiary elects to rollover a 457 plan received from the original account holder to an Inherited Roth...