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Is there a method available that permits an individual to just remove after-tax funds from a 401(k) or pension plan?...

This week's Slott Report Mailbag goes situational - looking at an individual who forget to take his RMD (required minimum distribution) before rolling over his pension plan to an IRA, a woman who wants to find the best path to leave her IRA to her three sons and an employee who was re-hired by his old company and wants to know if he can roll his original 401(k) plan to an IRA. We have the expert answers.

Hello. Customer has after-tax money in his 401k. He is planning to retire this year. He will be 58. When...

Last week,we detailed the 14 proposals in the President’s budget that, if implemented, would have a direct impact on retirement accounts. Since that time we/ve been flooded with questions and comments about the proposals, how they would work and what our feelings about them are. Here are Jeffrey Levine's responses to a handful of those inquiries.

403(b)account owner died in 2010, post RBD, not still working, last worked 2005. Sole beneficiary is non-spouse. Fast forward to...

The IRS limits how much you can contribute to an IRA each year, yet some IRA holders don't know about the IRA limits. What happened to a married couple when they exceeded them and failed to rectify the error?

Is your spouse really your spouse (for retirement plan purposes)? We go through several court cases that illustrate how things may not seem as they appear when it comes to your "wives" and retirement plan beneficiaries.

For tax year 2012 I made a contribution of $13K into my SEP IRA. The 13K just sat in the...

I’m 65 yrs old, still working and plan on working few more years. I read Mr. Slott’s book “The Retiremnet...

Individual has made Roth 401k contributions for over 5 years but has never had a Roth IRA until he rolls...