Site search

I have a client, retiring career Army, who has both a Roth TSP and a Regular TSP. Inside the Regular...

This week's Slott Report Mailbag answers a few inquisitive readers on what to do if you just found out you aren't eligible to make a Roth conversion or contribution in a given year and if you can name a trust as an IRA beneficiary.

Hello: I have a situation where the beneficiary of an IRA found out that the IRA owner had not been...

Retirement accounts are already powerful savings vehicles. If Hillary Clinton becomes President, these floated tax plans paint a beneficial picture for your retirement account.

Beginning in 2015, individuals are only allowed to do one 60-day rollover in a year. A 60-day rollover is when a distribution is issued payable to the account owner. They can cash the check or they can spend funds that were deposited into a bank or other type of account. In this article, we asses 5 exceptions to the one-per-year 60-day IRA rollover rule and provide three examples.

Hello. I’ve asked some accountants these questions and received differing responses. Hoping someone could help. My situation: I am 40...

You have contributed to your IRA for years. You have made wise and thoughtful investments. Maybe you have rolled over funds to your IRA from your company plan. You may now have a significant balance. So far, you have taken smart steps toward a secure future. Don’t stop your careful planning there. It is time to ask yourself an important question, “Who will inherit my IRA?”

A woman has a Roth IRA as a result of a QDRO in a divorce. All contributions were made in...

Question: I was wondering if anyone has done the analysis on whether it may possibly make sense to do a...

401k provider made a mistake and did not cut two separate checks from retired client’s 401k. Supposed to directly rollover...