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I have a client that many years ago contributed after-tax dollars to his company’s 401k Plan. He has since separated...

You may be familiar with Health Savings Accounts (HSAs). You probably know that these tax-advantaged accounts can be used to pay for medical expenses. However, you may not be aware that these accounts can be valuable retirement savings tools.

Just attended the IRA Forum last week in Philly and learned something new that I want to confirm: Client rolled-over...

My financial adviser attorney had me set up a living trust and my children are listed as beneficiaries of the...

This week's Slott Report Mailbag looks at the logistics of naming a trust as IRA beneficiary for minor children and strikes down a common mistake made by employer plans when dealing with employer plan distributions rolled over to an IRA.

Handling the estate and IRA issues of parents after their death is a difficult undertaking, especially when it is done during the normal grieving process. We examine a recent article on this issue, and we look at Ed Slott's recent Financial Planning column on a major IRA pitfall to avoid.

A client wants to know if she can use money from her rollover IRA to purchase a single family dwelling...

Earlier this year, after years of not doing much in either my brokerage or IRA accounts, I started putting idle...

I am 71 & still working. My new 401-K allows in-service distributions after age 65. Can I, immediately after making...

Because I worked in City government and did not pay social security, I will be receiving a very low amount...