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The major Qualified Charitable Distribution (QCD) announcement pushed off last week's Slott Report Mailbag until this week, and it couldn't come at a better time. With 2014 hanging on by its coattails, year-end retirement planning is nearing its conclusion. In crunch time, advisors and consumers are asking specific questions about taking required minimum distributions (RMDs). It's only fitting that we received two questions on the topic this week.

Congress has passed the “extenders bill” for 2014 (the Tax Increase Prevention Act of 2014). President Barack Obama will sign the bill into law shortly. This bill revived qualified charitable distributions (QCDs) for 2014 only. The clock is ticking, so find out that this means for QCDs in 2014.

Many people believe that the procedures involved in acquiring a mortgage is complicated. Before mortgage lenders approve your application, they...

Jeffrey Levine outlines 5 key retirement planning tips to consider before 2014 turns into 2015. This IRAtv message is the perfect retirement planning send-off to a New Year with planning points to follow now.

Under the new rules, if a 401k owner wants to rollover a 401k that contains pretax and after tax money...

I have a 63 year old client who is a active participant of his company 401k plan. He has $100,000...

As we approach the end of 2014, we have been telling you about all of the things that you need to do with your retirement accounts before year-end. As if you weren’t busy enough at this time of the year, there are many things that must be done by December 31, 2014 to avoid problems and potential IRS penalties. Setting up a SEP IRA is not one of them.

Good afternoon and Happy holidays FACTS: Traditional IRA owner, Surviving spouse – significantly older Surviving spouse elected to remain a...

Trying to ascertain the ability to move After Tax monies directly to a Roth IRA as part of a NUA...