Site search

Wife rolled over IRA into her own IRA after husband died. Husband had some basis in the IRA. Does basis...

Can a person rollover an IRA to a 401K?  There used to be  “ROLLOVER IRA” rules where you took a...

By Andy Ives, CFP®, AIF®IRA AnalystFollow Us on X: @theslottreport The same conversation has, understandably, been repeated many times. The questions are...

Client had both a Rollover (Trad) and ROTH IRA prior to 2023; she made periodic contributions to each in/for 2023...

I have a client that is in his early 60s and retiring later this month. He has about $1.4 million...

Client currently has a large SIMPLE IRA and this is the only tax-deferred IRA assets client he has.  He also...

My understanding of doing a Roth converion over age 59 1/2 is that it is still subject to the five...

This seems like an easy question but I guess I haven’t seen it before.  Taxpayer over age 59 1/2 indicates...

By Ian Berger, JDIRA AnalystFollow Us on X: @theslottreport Congress has determined that 401(k) and other company plan funds, with certain...

If i convert part of my IRA to ROTH IRA and beneficiary is my adult daughter if i die after...