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I am working with an executor of an estate where the RMD was auto-withdrawn the year after the participant’s death....

I have a question pertaining to NUA. I am currently 70yrs old. I seperated from employment in 2010. And left...

This rumor of Marge and Homer Simpson's divorce made the rounds late last week. It was quickly countered. They are supposedly separating for only one episode. But how would a separation or a divorce affect Homer’s retirement assets?

I have been hearing a lot lately about rollovers being limited to once a year. I have two rollovers to...

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, examines the 72(t) process and answers a question on the IRA distribution rules between the ages of 59 ½ and 70 ½.

Facts: I have company stock in my employer plan worth $2,000,000 with a cost basis (per plan administrator) of $900,000....

Whether it’s in sports, with taxes or in life, we’re programmed to avoid penalties, and that’s usually a good move. Occasionally, however, by simply avoiding penalties, we can be detrimental to ourselves. Indeed, sometimes incurring a penalty on purpose can be the right move. If you don’t believe me, consider the following example.

SEP and SIMPLE IRAs… IRAs? Employer Plans? Or Both? Do Roth IRA Conversions For High- Income Clients Make Sense? • Contribution Limits • Contributions after Age 70½ Allowed • IRA Contribution Deadline • SEP IRA Contribution Deadline • SIMPLE IRA Contribution Deadline • RMDs at Age 70½ Even if Still Working • Aggregating RMDs • Bankruptcy Protection • Creditor Protection in Non- Bankruptcy Situations • Taxation of Distributions • SEP and SIMPLE IRA Documents • Form 5498 Reporting –

The 5 biggest retirement mistakes - miscues that can cost those saving for and nearing retirement - have nothing to do with investing! I sat down with TheStreet.com to discuss what I believe are the five biggest retirement mistakes people make with their retirement accounts.

client had IRA and passed away this year in Feb 2015. She did not take her 2015 rmd. The two...