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We are in Las Vegas this week for our 2-Day IRA Workshop. Of course, the mere mention of Las Vegas conjures images of big, lavish casinos, so that got us thinking. Are there parallels between your IRA and a casino? Sure there are some, but the reality is (as you might expect), there are some pretty big differences. Here are just three of them.

A gentleman did the following in the 2014 calendar year 1) Deposited to Traditional IRA 2) Convert those funds to...

I have a client who over the years co-mingled pre-tax and after-tax contributions into his IRA. What is the correct...

Decedent’s trust left IRA in trust. Sister is the trustee. Decedent’s will instructed trustee to distribute IRA assets in percentages...

I have a client- 52- will be separating from his company in the spring. He has a large position in...

You can invest your IRA funds in just about anything. However, you’re not allowed to invest IRA funds in collectibles, life insurance, and S Corp stock; but other than that, almost everything else would be allowed. It’s important to understand that when we talk about investing your IRA funds, we’re talking about investments inside your IRA. Someone recently learned a hard lesson when he invested his IRA funds outside his IRA, which caused a taxable IRA distribution that the IRS wouldn’t allow him to fix.

You won’t have any worries that any accidental tripping will ruin your activity. Measure in the rod right down to...

Last year, a client retired and rolled his pension to his IRA, at Schwab. Unfortunately, he had brain cancer and...

I am helping a client do direct custodian-to-custodian transfers to an Inherited IRA, of her portion of her deceased father’s...

You just hit the magical tax code age of 70 1/2 and decided it was time to move those employer plan retirement funds to an IRA. You must take your required minimum distribution from the plan first. What happens if you don't? IRA Technical Expert Beverly DeVeny outlines the consequences and how to correct them.