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This past weekend, advisors from all across the country gathered at the Mirage Hotel and Casino in Las Vegas, Nevada to spend two days with the Ed Slott and Company team for our latest Instant IRA Success 2-Day IRA Workshop. Over the two days, there were – no doubt – hundreds of questions asked and answered by our team. Here are three of our favorites, along with the answers.

Our post-Instant-IRA-Success Slott Report Mailbag examines two issues we covered extensively in Las Vegas. We answer a consumer's question on how to take a required minimum distribution (RMD) prior to taking a Roth conversion. Also, we provide guidance on whether a spouse with no taxable compensation can make an IRA contribution.

Is my client required to take an RMD if the traditional IRA account had a zero balance on 12/31/14 and...

In 2015 I converted 6K from my traditional IRA to a Roth IRA. This Roth IRA already had money in...

I have a client that recently retired. He is going to be 70 in May. His after tax basis is...

A fifty-two year died with his estate named as the beneficiary of his IRA and his mother named as the...

We have a client who converted the sum of $21,000 from a traditional IRA to a Roth IRA in 2014....

There are two types of tax reporting for IRA accounts: the reporting that is mandatory for IRA custodians and the subsequent reporting that must be done by the IRA owner or beneficiary. Here's what you need to know about each.

We have two non-married people who own a non-qualified annuity together, Owner A and Joint Owner B. Contract State Pennsylvania....

I converted from a traditional IRA into a separate Roth IRA account in 2015. The entire account was re-characterized back...