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“If I roll my 401(k) money to an IRA, how safe will it be from creditors?” This is one of the most common – and in some cases, important – questions people have when they are considering moving their 401(k) money to an IRA. Unfortunately, there’s not just one simple answer.

Everyone thinks they know what a rollover is, but do they really? A rollover is when you move retirement funds from one account to another. Well, that is partially right. We examine the true definition of a rollover in the employer plan and IRA worlds.

Can the non-spouse beneficiary of a Non-qualified annuity simply gift the annuity to a charity and avoid the income taxes...

Greetings, Using both ROTH and Traditional Thrift Savings Plan (TSP)contributions, how do I maximize the elective deferral limit (18K) and...

Greetings, Using both ROTH and Traditional Thrift Savings Plan (TSP)contributions, how do I maximize the elective deferral limit (18K) and...

Greetings, Using both ROTH and Traditional Thrift Savings Plan (TSP)contributions, how do I maximize the elective deferral limit (18K) and...

I have a client, retiring career Army, who has both a Roth TSP and a Regular TSP. Inside the Regular...

This week's Slott Report Mailbag answers a few inquisitive readers on what to do if you just found out you aren't eligible to make a Roth conversion or contribution in a given year and if you can name a trust as an IRA beneficiary.

Hello: I have a situation where the beneficiary of an IRA found out that the IRA owner had not been...

Retirement accounts are already powerful savings vehicles. If Hillary Clinton becomes President, these floated tax plans paint a beneficial picture for your retirement account.