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Note that I am specifically referring to recharacterizing annual contributions NOT conversions or rollovers which are specifically allowed until 8/15:http://www.irs.gov/Retirement-Plans/Retirement-Plans-FAQs-regarding-IRAs-Recharacterization-of-Roth-Rollovers-and-Conversions...

Mother’s Day 2015 is over, but you can help the moms in your life get ready for retirement every day. Women typically earn less than men for the same job and have fewer years in the workforce. That makes it all the more important for women to use every opportunity they have to save for retirement. Here are five ways you can help.

After my spouse as a sole beneficiary for my 403b/401k and IRAs, I have my children listed as contingent beneficiaries....

A new report from the Treasury Inspector General for Tax Administration (TIGTA) found that IRS hasn't done enough to address the problem of excess IRA contributions. What is an excess IRA contribution and how do you fix it?

The following question and answer were posted on the Slott Report: Question: My husband recently opened a non-deductible IRA and...

MyRAs are a retirement savings option for those who do not have a retirement plan at work or those who want to save only small amounts from their paychecks. IRA Technical Expert Beverly DeVeny discusses their benefits.

I made my online 2014 contribution on 4/14/2015 to 5 different funds in my and my wife’s IRA from my...

I am hoping that someone can help with the following scenario Let’s say for example a 401(k) participant is eligible...

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, includes questions on how the pro-rata rule affects pre-tax and tax-free IRA money and how and when you should use trusts as IRA beneficiaries.

I have a client who is 58 and is about to have a separation from service from her employer. She...