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This week's Slott Report Mailbag answers whether each separate Roth IRA needs its own five-year clock and if you can convert non-deductible Traditional IRA funds to a Roth IRA. Do you know the answers?

Trying to make lemonade with the lemons that a mortgage company is giving my client who is looking to buy...

What does a trade bill have to do with retirement accounts? Well, buried deep inside one of the bills was a provision expanding the “Age 50 Exception” to the 10% early distribution penalty, beginning in 2016. Here's what you need to know.

We have a doctor ( age 39 ) who makes over $ 500,000.00 per year. He has over $400,000.00 in...

Hi there, If a customer did an indirect rollover out of a company but then receives additional distributions of dividends,...

Company “A” sponsors a SIMPLE IRA Company “A” has since merged with Company “B” which does not offer their employees...

Are you thinking about moving IRA funds? This recent Private Letter Ruling (PLR 201527050) issued by the IRS provides 3 useful lessons so you don't make these same mistakes.

As you are probably aware Aetna has tendered an offer of 37 billion to purchase Humana. I currently own a...

A client recently was awarded a contract to do consulting for a federal agency so an individual 401k seemed like...

This week's Slott Report Mailbag looks at how the qualified reservist distribution works and answers a question on whether to make non-deductible contributions to a Traditional IRA or Roth IRA.