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I have a client who is age 51. Her sister, employed by US Government passed away in 2015 at age...

This is a frequently asked question, and the answer is very straightforward, but it also starts the Roth conversion conversation no matter your age. Beverly DeVeny provides more technical tidbits you should know about the process.

We get many questions from those nearing the RMD (required minimum distribution) age of 70 ½ who are still working. We put together a list of 7 frequently asked questions and our answers on this important IRA planning topic.

Still don’t know what to give the graduate in your life? If they have earned income for the year, give them a gift of a Roth IRA. Here's how to start the process.

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

A client took a 70,000 short-term loss on futures contracts back in 2012. That year, he used the $3,000 deduction...

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, looks at lump sum distribution rules for pension plans and the possibility of investing Roth IRA funds in an annuity.

If someone has started their distributions already, taking two so far but have 5 more to go until the age...

Hi, A client has TWO 401(k)s from previous employers. 401(k) #1 contains $80,000 pre-tax and $20,000 after-tax money. 401(k) #2...

I am working with an executor of an estate where the RMD was auto-withdrawn the year after the participant’s death....