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I have a client that is considering utilizing NUA rules to move some of his highly appreciated company stock from...

Good Evening, I have a client who is 60 years old and participated in an employer’s defined benefit pension plan...

"Can I still make an IRA contribution? We get this question a lot at this time of year. A client has his tax return on extension, the return is being prepared now, can the client still make an IRA contribution? Click to find out.

I am currently working with an Exxon retiree and want to be certain the plan we are discussing is feasible....

Retirement planning is complicated. It's a personal and situational endeavor with plenty of possible pitfalls in the way of success. This week's Slott Report Mailbag illustrates several various situations in which the individual sought help from either publications or professionals and is still left confused. Click to read this week's Q&A with our IRA Technical Consultant.

I was appearing as a guest on a radio show yesterday when a listener called in, saying that his Roth IRA had lost substantial value. Ultimately, the caller wanted to know if he could claim a deduction for his Roth IRA loss. I told him that the answer was probably “no,” but that a question like that would be exceedingly difficult to answer for sure, given the time I had left on air. Here is a more detailed answer to his question.

Many advisors and the public have asked us about the status of Qualified Charitable Distributions (QCDs) for 2014. QCDs, also known as charitable IRA rollovers, expired after December 31, 2013. While it was widely expected that Congress would reinstate them, as of today they have not yet been reinstated for 2014.

When retiring, i have the option to put 35K in a 457 deferred compensation plan. After doing so, I want...

If your employer offers a SIMPLE IRA Plan, make sure to participate in it to get free money. A SIMPLE (Savings Incentive Match Plan for Employees) IRA Plan is a company retirement that is set up by a business that has less than 100 employees. The rules require that each employee must establish his own SIMPLE IRA to receive the contributions. Click to learn how to get FREE money in a Simple IRA Plan.

We get this question a lot. I have income from _________(fill in the blank). Can I make an IRA contribution? Sometimes the answer is yes, and sometimes it is no. Click to read about the different scenarios.