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This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, looks at lump sum distribution rules for pension plans and the possibility of investing Roth IRA funds in an annuity.

If someone has started their distributions already, taking two so far but have 5 more to go until the age...

Hi, A client has TWO 401(k)s from previous employers. 401(k) #1 contains $80,000 pre-tax and $20,000 after-tax money. 401(k) #2...

I am working with an executor of an estate where the RMD was auto-withdrawn the year after the participant’s death....

I have a question pertaining to NUA. I am currently 70yrs old. I seperated from employment in 2010. And left...

This rumor of Marge and Homer Simpson's divorce made the rounds late last week. It was quickly countered. They are supposedly separating for only one episode. But how would a separation or a divorce affect Homer’s retirement assets?

I have been hearing a lot lately about rollovers being limited to once a year. I have two rollovers to...

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, examines the 72(t) process and answers a question on the IRA distribution rules between the ages of 59 ½ and 70 ½.

Facts: I have company stock in my employer plan worth $2,000,000 with a cost basis (per plan administrator) of $900,000....

Whether it’s in sports, with taxes or in life, we’re programmed to avoid penalties, and that’s usually a good move. Occasionally, however, by simply avoiding penalties, we can be detrimental to ourselves. Indeed, sometimes incurring a penalty on purpose can be the right move. If you don’t believe me, consider the following example.