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I took my first traditional IRA early distribution in Nov. 2010 based on one of the acceptable annuitization methods. I...

Is there any holding period required if you make non-deductible contributions to a Traditional IRA before you can convert those...

Ed Slott shows how to take retirement savings on a permanent vacation from taxes and avoid Uncle Sam in his new Public Television Special, Ed Slott's Retirement Road Map! This program is filled with the ingredients that made Ed's previous programs so successful - wisdom, humor and insight, helping viewers navigate the potholes, detours and road blocks to a prosperous and worry-free retirement. Learn how to move your retirement savings from accounts that are forever taxed to accounts that are never taxed.

Hello! I have a situation with a 66 year old female who has been an active participant in her 401k...

It paid to be a loser at this year’s Academy Awards, at least for some. Instead of taking home the golden Oscar, losing nominees in the big categories – best supporting actor, best supporting actress, best actor, best actress and best director – took home some serious swag.

IRS Publication 970 explains the tax benefits that may be available to individuals who are saving for or paying education costs for themselves or certain family members such as children. It includes information on Coverdell Education Savings Accounts (ESAs), qualified tuition programs (also called “529 plans”), student loan interest deductions, education savings bonds, and the education exception to the IRS 10% penalty for early IRA distributions. Read more to find out how you can use your IRA to pay for higher education.

Hi: Rolling over an inherited assets from 401k plan to a (non-spousal bene) IRA Traditional Account. Original holder was under...

We are in Las Vegas for our 2-Day IRA Workshop. On my way from the airport to the hotel upon arrival, my cab driver and I got into an interesting discussion on retirement plans. Is there a retirement plan for cab drivers? Does Las Vegas temptation cause many to squander retirement savings?

I have a client that got sent his full 72t in both Jan and Feb of this year (double payment...

In 2014 I changed the job and moved to another city within same state (MD) Since I was living in...