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Hello, everyone! I have an interesting question that’s been going around our office. We know that you can deduct investment...

Individual passed away after RBD with no listed beneficiaries. Custodian established an “Estate IRA Beneficiary Account”. What options do the...

This week's Slott Report Mailbag answers questions on three of our most popular topics: required minimum distributions (RMDs), the stretch IRA and IRA rollovers. The rules are extremely confusing, and we clear them up for these three consumers in this mailbag.

My client has two just assets in one of his Roth Accounts. Asset A was a TIRA asset that was...

I read in the Slott Report mailbag that if the husband and wife have named each other as primary beneficiaries...

If I am a sole owner over the age of 70 1/2 and still working can I still make a...

The Roth IRA is one of the most useful tools in the retirement planning bag of tricks. But just as the quality of any tools at your local hardware store might vary from shelf to shelf, so too do the qualities of Roth IRA conversions you might execute. There’s nothing wrong, per se, with a “plain vanilla” conversion, but this article delves into a conversion strategy you might want to look into during stock market volatility: Roth-conversion-cost averaging.

This edition of the Slott Report Mailbag (one of two consumer mailbags this week!) examines how to name contingent beneficiaries, looks at the misconceptions of "taxable income" and answers a reader's question about contributing to an IRA on his wife's behalf.

Here are four details you need to know about IRA-to-Roth IRA conversions and the pro-rata rule. The pro-rata rule also applies to employer plan retirement plan distributions, but it is applied differently.

This is not a question but a posting of information that I found interesting/useful. Ed Slott first alerted me to...