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I have a client who was the beneficiary of a CalPERS qualified retirement plan from her mother who died a...

I have a client that inherited her husband’s 401k upon his early death. After her husband died she rolled over...

The financial institution where you have your IRA, what we call your IRA custodian, is allowed to charge fees for maintaining and administering your IRA. If there are any fees associated with your IRA, they must be disclosed to you. The fees are usually listed in the IRA disclosure statement, which is one of the documents you received when you opened your IRA. IRA fees are usually in two broad categories: administrative fees and sales commissions Below we explain how to pay these different types of fees.

I regulary contribute to my roth ira.Last contribution I did 3 years ago and I don’t know that may income...

I’d like to name different beneficiaries for my pretax vs my Roth balances in my 401(k). My custodians front line...

My employer provides a 401k that allows me to contribute a combination of pre-tax, after-tax, and Roth dollar. The maximum...

Ann and Zelda are both 72 years young and now widows after their 74-year-old spouses died this year. Both inherited an IRA from their spouse in the amount of $100,000. Ann’s advisor had her move the funds to an inherited IRA. The account is titled Alan, deceased, IRA fbo Ann. Zelda’s advisor had her move the funds into an IRA in Zelda’s name. The account is titled Zelda’s IRA. There age and circumstances are where the similarities end. Click to read about their different stories.

This week's Slott Report Mailbag looks at IRA trust beneficiary maneuvers and how to disclaim yourself as an IRA beneficiary. Click to read this week's Q&A with our IRA Technical Expert.

Case: 75 y.o wife is deceased’s sole beneficiary of his IRA. 75 y.o. husband died in June after fulfilling 1/2...

On Monday, we will be celebrating Labor Day, a holiday established to pay tribute to the American workforce. Much of that workforce has access to some type of employer plan and, for more than 50 million workers, that plan is a 401(k) plan. So, with that in mind and in honor of Labor Day, this week we take a look at 5 answers to questions commonly asked by 401(k) participants.