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Is there any specific rules/guidelines about the registration of an IRA brokerage account that is receiving employer stock (privately owned...

Paying for college is challenging enough. Paying for college while saving for retirement can be nearly impossible. There is only so much money to go around. Roth IRAs can be a great way to bridge the gap between paying for college and saving for your own retirement. But be careful to avoid this trap that could cost you in lost financial aid dollars.

Hi, A client of mine age 67, retired from this employer (401k custodian Fidelity) states that after calling Fidelity, they...

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, answers questions on claiming IRA fees as a tax deduction and whether or not you should have a separate Roth IRA for every conversion.

My client is still working at the 401k. He is age 77. We just did an In-Service Roll Over. The...

Young savers are impressionable. They read an article on a credible website and think it's full of actionable ideas they should start implementing. However, young savers, please don't follow James Altucher's advice on 401(k) planning. Here's why.

If you are over age 55 or are trying to find assistance for someone who is, you may not know what questions to ask or where to look for benefit assistance and programs. But there is help. Read on for more information on BenefitsCheckUp.

My young friend asked me the following questions and I thought they should be answer by you experts. Many thanks!...

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, includes questions on some key IRA principles - taking IRA distributions, handling an inherited IRA as a non-spouse beneficiary and navigating required minimum distributions (RMDs).

My husbands brother died recently. He was never married and had no children. He left his IRA to his mother...