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Hello. I’ve asked some accountants these questions and received differing responses. Hoping someone could help. My situation: I am 40...

You have contributed to your IRA for years. You have made wise and thoughtful investments. Maybe you have rolled over funds to your IRA from your company plan. You may now have a significant balance. So far, you have taken smart steps toward a secure future. Don’t stop your careful planning there. It is time to ask yourself an important question, “Who will inherit my IRA?”

A woman has a Roth IRA as a result of a QDRO in a divorce. All contributions were made in...

Question: I was wondering if anyone has done the analysis on whether it may possibly make sense to do a...

401k provider made a mistake and did not cut two separate checks from retired client’s 401k. Supposed to directly rollover...

This week's Slott Report Mailbag answers whether each separate Roth IRA needs its own five-year clock and if you can convert non-deductible Traditional IRA funds to a Roth IRA. Do you know the answers?

Trying to make lemonade with the lemons that a mortgage company is giving my client who is looking to buy...

What does a trade bill have to do with retirement accounts? Well, buried deep inside one of the bills was a provision expanding the “Age 50 Exception” to the 10% early distribution penalty, beginning in 2016. Here's what you need to know.

We have a doctor ( age 39 ) who makes over $ 500,000.00 per year. He has over $400,000.00 in...

Hi there, If a customer did an indirect rollover out of a company but then receives additional distributions of dividends,...