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This week's Slott Report Mailbag looks at whether required minimum distributions can be used as a qualification for a Roth IRA contribution and dissects a situation involving the Roth recharacterization process.

Case: Married man has $175k in an IRA invested in some kind of diversified hedge funds who in turn invest...

We have open and funded an ILIT with our son as ILIT Trustee. The $1M life insurance is a 2nd-to-die...

I have a traditional IRA for several years now. The Traditional IRA has $80K in it, of which $26K is...

Did you set up a SEP or SIMPLE IRA thinking it was a savings account for your retirement? While it is a way to save for retirement, it is NOT a savings account. Our IRA Technical Expert Beverly DeVeny explains why.

My 401K does not allow T to T transfer of 401k funds to IRA by EFT (Electronic Funds Transfer).. Does...

Husband passed away in Aug. 2014. Custodian automatically sent RMD check in deceased name in December. Widow/administrator, over 70 1/2...

Almost all IRA owners named their IRA beneficiary when they first opened the account. In many cases, it was their spouse or parent. However, disaster can strike if that primary beneficiary dies before you do and you don't update the IRA beneficiary form. This horror story provides a valuable lesson.

My client made an excess contribution to her Roth in 2013.($5,500). She received a letter from the IRS informing her...

Client has $50k basis in TIRA in 2013. Has $80k taxable for a total of $130k. This is what happened...