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The rules governing the 3.8% surtax are incredibly complicated, and it is unlikely that you will ever need to know more than a handful of them. If you have an IRA or other retirement account, that handful of rules likely includes one or more of the three discussed in this article.

2015-54: Seems to say after tax dollars can be directly rolled into a Roth IRA. MY question is as follows:...

My father has a Roth IRA which lists his wife (my Mom), and his sons (my brothers and I) as...

Besides non Roth after tax 401k contributions, does the Sept 2014 revenue ruling allow Roth 401k contributions be split off...

Who is answering the phone when you call an 800 number with a question about your employer plan? In many cases it is a “retirement education specialist.” I recently saw an ad for this position. Here is what the retirement education specialist is responsible for.

We were recently asked whether you can use your IRA to buy health insurance. The short answer to that question is yes, but it will cost you. We explain the tax and penalty implications and possible exceptions for which you may qualify.

When someone is over 70 1/2 and rolling over their 401k to an IRA, how is the RMD taken? Is...

I have a client that had a simple plan with a wirehouse that has been in existance for several years...

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, includes questions on concluding if the "age 55 rule" is applicable and understanding the transfer of the estate tax exemption.

Deciding the best time to claim your Social Security benefits is an intensely personal decision that can have a truly significant impact on your overall retirement security. In general, you can begin collecting reduced retirement benefits as early as age 62. But a new study reveals that many more people are waiting longer.