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Person has pretax balance in an IRA and makes a nondeductible contribution. Then converts the full balance. Then the bill...

This week's Slott Report Mailbag examines if you can move an employer 401(k) plan to a Roth 401(k) and answers whether or not you can move your required minimum distributions (RMDs) to a Roth IRA.

I have a client who would like to name her husband as primary beneficiary on her IRA and her 3...

My husband died leaving his IRA to his estate. Our attorney who is also a CPA states we can transfer...

For a self employed individual, are after paying himself a salary, there is only a small profit left over. Are...

I am running into clients receiving large 401k plan payouts in 2015 upon their retirement from their employer. The 401k...

The 2015 tax season is now in full swing. As you finish preparing your own return for this year, maybe you were too generous with Uncle Sam last year, and he owes you a refund. If that’s the case, here are 5 ways you might consider using this year’s tax refund other than heading off to the Caribbean or buying a new flat-screen TV.

mom inherited her son’s 401(k); a portion of the account was after-tax dollars The plan paid out the all the...

How does the plan administrator allocate the 401(k) money sources when processing a QDRO? For example, QDRO states that 50%...

I have a Fixed Index Annuity with a Lifetime Income Rider in a Traditional IRA. After the income stream is...