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

Company “A” sponsors a SIMPLE IRA Company “A” has since merged with Company “B” which does not offer their employees...

Are you thinking about moving IRA funds? This recent Private Letter Ruling (PLR 201527050) issued by the IRS provides 3 useful lessons so you don't make these same mistakes.

As you are probably aware Aetna has tendered an offer of 37 billion to purchase Humana. I currently own a...

A client recently was awarded a contract to do consulting for a federal agency so an individual 401k seemed like...

This week's Slott Report Mailbag looks at how the qualified reservist distribution works and answers a question on whether to make non-deductible contributions to a Traditional IRA or Roth IRA.

Divorce is often an expensive endeavor, but sometimes there are steps you can take to minimize that pain. Take Ben Affleck and Jennifer Garner, for instance. This couple just hit the 10-year marriage mark, which brings these new retirement implications into play.

Elroy was a well-intentioned beneficiary who received bad advice. We detail Elroy's plight as IRA beneficiary, his loss in tax court and how you can avoid a similar fate when setting up an inherited IRA and splitting it after death.

As we all know, there are many tips and tricks to maximizing the tax code in the short-term at tax time and in long-term with your retirement account. However, when a loophole is being used by "too many" and the government is losing out on lost revenue, it has a good chance of being closed. Reporter Liz Weston spoke to Ed Slott about 3 loopholes that are in danger.

This week's Slott Report Mailbag examines Roth IRA contribution eligibility and how to avoid RMDs (required minimum distributions) by rolling a Roth employer plan to a Roth IRA.