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Have you seen or read those ads for putting gold in your IRA? They make it sound so easy. And that's the problem. In this article, we discuss the potential pitfalls and how to properly invest in gold with your IRA.

From the left column of page 5 of Publication 560 (for 2014): “For SIMPLE plans, net earnings from self-employment is...

If you are an IRA owner looking for the best investment option, there are new rules in 2015 that you will want to know before moving your IRA. If you make an error in your effort to maximize the return on your IRA, you may end up with your entire IRA being distributed and taxable to you.

My goal is to “stretch” our IRA accounts over the beneficiary’s life expectancy; in this case, for minor children. Is...

60 yr old starts converting part of TIRA funds to Roth annually on 1-1-2016, does each conversion have its own...

This week's Slott Report Mailbag looks at the proper titling on the IRA beneficiary form - and the headaches that ensue when the beneficiary form isn't properly filled out to meet the desires of the deceased and/or their beneficiaries - and answers how many trustee-to-trustee transfers an IRA account owner can do in one year.

Last week, we published a Special Report on the Back-Door Roth IRA. This week, we explore how a simple 401(k)-to-IRA rollover could dramatically change the tax impact of that transaction. Here’s how.

Dear Sir/Madam, If a grandmother makes a deposit directly to a grandson’s health savings account, does that amount count against...

We are all going to die someday. That is pretty much guaranteed. What is not guaranteed is who is going to inherit our “stuff?” We can use a will, a trust, and beneficiary forms. This story is about a man who did not use his beneficiary form.

My 96 year old mother passed away in May. I am her only child and sole beneficiary of her estate....