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This week's Slott Report Mailbag examines how to take advantage of net unrealized appreciation (NUA) - one of the BIGGEST breaks in the tax code - along with answers to two questions on qualified charitable distributions (QCDs).

I am 64 and 10 months old and husband is 66 and 11 months and we have been advised to...

After I roll my IRA to a Fixed Index Annuity,, If after the surrender charges run out 10yrs and I...

Did you take your RMD from your IRA for 2015? Hopefully, the answer is yes because for most IRA owners and beneficiaries the deadline for taking a 2015 RMD was December 31, 2015. There is an exception. If you reached age 70 ½ in 2015, you still have time. Your deadline for taking your 2015 RMD from your IRA is April 1, 2016. However, if you missed your 2015 RMD, stay calm and follow these three steps.

Person has a 401(k) plan and must rollover plan assets. By mistake, they rollover to an TIRA with the plan’s...

I have a client who has been contributing to their Roth 401k for 3 years and will be retiring this...

401k question for state of Texas..my father passed away March 2013. Prior to him passing he withdrew like $3000 and...

401k question for state of Texas..my father passed away March 2013. Prior to him passing he withdrew like $3000 and...

Client, age 87, participating in his company’s 401k. Because he was employed, he has never taken an RMD from his...

Prospect wants to know if his pension is protected by the government against his companies creditors after he retires. He...