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This week's Slott Report Mailbag looks at the logistics of naming a trust as IRA beneficiary for minor children and strikes down a common mistake made by employer plans when dealing with employer plan distributions rolled over to an IRA.

Handling the estate and IRA issues of parents after their death is a difficult undertaking, especially when it is done during the normal grieving process. We examine a recent article on this issue, and we look at Ed Slott's recent Financial Planning column on a major IRA pitfall to avoid.

A client wants to know if she can use money from her rollover IRA to purchase a single family dwelling...

Earlier this year, after years of not doing much in either my brokerage or IRA accounts, I started putting idle...

I am 71 & still working. My new 401-K allows in-service distributions after age 65. Can I, immediately after making...

Because I worked in City government and did not pay social security, I will be receiving a very low amount...

When you encounter tough economic times, you may be tempted to tap your retirement plan. If you are considering this, you will want to proceed carefully. If you are under age 59 ½, any distributions you take may be taxable and also subject to the 10% early distribution penalty. Whether or not there is an exception to the penalty for financial hardship is a common misconception.

My retirement account is a government 457 deferred comp. plan. With the 457, funds are available for disbursement when the...

Age 45 client will make a post tax contribution to a new IRA (has no other IRAs) and then convert...

This week's Slott Report Mailbag, coming to you live from our 2-Day IRA Workshop in Philadelphia, contains questions from consumers screaming (sometimes literally) for help! In several cases, the issues involve the magic age of 59 1/2 and cover a variety of topics, including life insurance issues, 72(t) payments with a divorce and the Roth IRA 5-year rules.