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This week's Slott Report Mailbag examines the statute of limitations on assessing additional tax liabilities on required minimum distributions (RMDs) and answers questions on utilizing disclaimers on inherited IRA funds and planning for and paying estimated tax payments.

Many recent college graduates, those just starting a full-time job or growing their family don't think long term. They push off a retirement savings plan to handle more pressing financial needs. This story illustrates why saving for retirement IS actually one of those pressing needs.

I am 66 yr 11 months, working full time , not yet taking SSbenefis; my husband is 69, working and...

I understand that it is best to pay taxes on distributions from pre-tax investments (IRA, 457, 401k, 403b, etc.) with...

Are you retired? If so, you may think that a Roth IRA is not for you. Before deciding if a Roth IRA will benefit you as a retiree, here are 10 facts that you will want to know.

The Slott Report Mailbag is full of inquisitive consumers searching for answers on the pro-rata rule, the intricacies of IRA rollovers, and the "due dates" for an IRA owner's first and second required minimum distributions (RMDs).

Did you know that about 70% of those who make it to age 65 will eventually need some kind of long-term care? Here's the complete list of October's Top 10 retirement facts and figures.

You inherited an IRA or Roth IRA in 2014. Do you have to take a required minimum distribution (RMD) this year? We examine the answers for non-spouse beneficiaries, spousal beneficiaries and more.

Revenue Ruling 2014-9 illustrates the mechanics of doing a tax-free conversion of after-tax Traditional IRA money by transferring the taxable...

If you are just starting to save for your retirement or have a family member who is wondering what steps to take for a secure retirement, the recent announcement from the Treasury Department expanding the myRA program is important news. Here's how you can utilize them.