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This week's Slott Report Mailbag looks at how a QDRO (qualified domestic relations order) works with 401(k) withdrawals and details the IRA beneficiary process. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. You can find one in your area here.

Just read the excellent overview of IRS Notice 2014-54’s impact on allocation of after-tax money during rollovers. My question is:...

client has annuity IRA with 1099R coded 7 normal & marked IRA which makes my software bring it over to...

IRAs are U.S.-based retirement accounts. Today, however, more than ever we live in a globalized world. Many U.S. citizens work, sometimes for many years, overseas. The reverse is also true. And many of our country’s citizens still have many close friends and family overseas. Put all that together and today, it’s possible that you may have questions about how the IRA rules work when either you or your beneficiaries live abroad. With that in mind, below we tackle three of the most common questions.

Since the release of IRS Notice 2014-54 on September 18, 2014, there has been some confusion over whether the rules in that Notice apply to converting IRA funds to a Roth IRA. Notice 2014-54 provides favorable guidance for people with after-tax money in their company retirement plan, such as a 401(k). As a result of the Notice, if you have after-tax funds (basis) in your company plan, you may be able to convert some of your retirement savings to a Roth IRA tax-free.

My clients have a Family Trust account and Individual 401k accounts (aka I-401k, aka solo 401k). They would like to...

In the wake of IRS Notice 2014-54, this question is coming up a lot. Can you roll only after-tax 401(k) funds to a Roth IRA? The answer is that you are NOT limited to moving only after-tax employer plan funds to a Roth IRA.

Client died after naming her Estate as the sole beneficiary of her IRA. As it turns out, there is only...

Client passes away with the trust listed as the beneficiary of the IRA. There are 4 younger beneficiaries and the...

Recently I was able to direct transfer mutual funds shares from custodian to custodian into a self directed IRA account...