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My uncle died last year and left his assets to family members. He did not name beneficiaries for his IRA,...

I am trying to determine how much I need to contribute to a SEP for an employee. In reviewing the...

It's time for another edition of The Slott Report Mailbag, where we answer a parent's question on whether her son's Roth IRA contributions were done within the rules, assess whether an IRA account can be converted to a Roth IRA before age 59 ½ and examine an employee's pro-rata complexities with moving after-tax 401(k) funds to both a traditional and Roth IRA.

am I correct that once you start taking your RMD year after 70 1/2, you cannot fund an IRA any...

Assume a person has a $400,000 IRA and is over 70 1/2. And further assume their RMD is $12,000. And...

I’m looking for some help/confirmation pertaining to the 5-year rule of my Roth IRA. I established my Roth IRA in...

IRAs and 401(k)s share a lot of similarities. They are both retirement plans. They both can help you lower your tax bill today, provide tax-deferred growth and help provide an income source in retirement. That said, there are also many differences between IRAs and 401(k)s. Some are relatively benign and probably won’t impact you very much, but other differences can make one type of account far superior to the other in your particular situation. With that in mind, today, we explore 5 things you can do with an IRA that you can’t with a 401(k).

After tax contributions included in 401K not separated when rolled over into IRA. Institutions refuse to correct. …. Need to...

401K rolled over to Traditional IRA. 401K contained after-tax contributions. When 401K rolled over into IRA company receiving proceeds did...

If an employee has an active plan and rolls a previous employer plan into the active 401k, could the rollover...