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Client has ESOP Company stock. Privately held company. Client takes a lump sum distribution, utilizing NUA treatment – company immediately...

We still get many questions on how a taxpayer should report a QCD (qualified charitable distribution) on their tax return. Jeffrey Levine takes you through the IRS Forms to use and what you should write on certain key lines.

If a client does a non deductible IRA and then converts it to a ROTH the same day (own no...

The April 15 tax-filing deadline is fast approaching. If you haven't yet filed your taxes, don't panic. You can request a six-month extension. Can you get the same extension to make a 2014 IRA contribution? This article provides that answer plus some helpful places to search online if you need a tax-filing extension.

IRAs are complicated, even more so if you believe one thing, but the correct rule is the complete opposite. These 5 common IRA myths spell trouble - taxes, penalties, hardships and missed opportunities - for those that believe them.

This week's Slott Report Mailbag examines a situation involving a spousal IRA beneficiary (the exact topic we detailed in this month's IRA Focus) as well as the procedure for reporting a tax-free IRA rollover during tax season (a key issue with April 15 right around the corner). Find the answers to these issues and more in this week's mailbag.

I have a client who has an IRA worth $100,000, of which $80,000 is before tax and $20,000 is after...

I have a client with 180 pre tax and about 20k after tax. It is my understanding he can roll...

If a spouse had a 401k during January 2014, contributed $300 and then left the company, is there any way...

Please let me know if there is a way to unwind this nightmare scenario. My client died last year and...