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Greetings! I have a client that will be taking his first RMD. He has two Traditional IRAs at the same...

potential clients husband died with $200,000 ira. left their trust as the beneficiary. Can she do a spousal rollover? or...

This week's Slott Report Mailbag demonstrates IRA intricacies, but also the difficulty in rectifying mistakes that have been piling up without an IRA owner's knowledge for years. These questions, and our answers, also stress the importance of putting together and working with a knowledgeable retirement team - an attorney, accountant and financial advisor.

My client inherited an IRA (approximately $31,000)from her mother. Instead of doing a plan-to-plan transfer, the exiting IRA custodian (after...

In a landmark decision last Thursday, the Supreme Court ruled unanimously, 9-0, that inherited IRAs are not protected in bankruptcy under federal law. The decision has far reaching ramifications and, depending on your heirs' specific circumstances, may give you pause as to who — or what — is the best beneficiary for your retirement accounts. Click to learn more about this ruling and how it may affect you.

Real estate is an allowable investment inside an IRA, but you’re going to have to find an IRA custodian willing to do it. A recent Tax Court case showed how not to invest IRA money in real estate. An individual wanted his IRA to directly buy a piece of undeveloped land, but the problem was his brokerage firm (the IRA custodian) had a policy of not allowing clients to invest in "alternative investments" which included real estate. Click to learn how NOT to invest your IRA in real estate.

I read somewhere that after each new conversion from a IRA to a Roth IRA the 5 year clock is...

I will turn 70 1/2 in October this year. I have an established IRA, and also a 401K that I...

There are three life expectancy tables used by IRA and employer plan account owners and beneficiaries. These tables were last updated by IRS for optional use in 2002 and were mandatory in 2003. You cannot choose which table you would like to use. Each one must be used in certain situations. Click to learn more about each table.

The other day day Ed was on our local Atlanta PBS station. He was advocating (as one maneuver for retirement)...