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Yesterday, the IRS released a "Taxpayer Bill of Rights," to help organize "the dozens of existing rights in the Internal Revenue Code into ten fundamental rights," as well as make the "rights clear, understandable, and accessible for taxpayers and IRS employees alike."With that in mind, it occurred to me that IRA owners would benefit from an "IRA Owners’ Bill of Rights," of sorts, to help understand certain aspects of their retirement accounts. Below is a list of 10 key rights that any and all IRA owners should be aware they have.

My client wants to establish a trust for each of her three grandchildren where the trusts will be beneficiaries of...

FACTS: I have a client who started a Systematic Withdrawal Plan under IRC Section 72T. The client was 34 years...

The Slott Report Mailbag returns to answer a question on the benefits of IRA trusts as beneficiaries (we've covered the advantages and disadvantages in several articles chronicled here), the details involved when moving money between IRAs and company plans and whether retirement plan funds affect your Social Security benefits.

So, you make your way into the financial "doctor's" office, armed with all of your bank and retirement account statements. What should you expect from the meeting - what burning questions should you and your financial team have the answers to? I examine the mandatory 3 questions that must be asked and answered below.

I have a client who is age 64 and is considering making a substantial Roth IRA conversion in 2014. Since...

I planned on working for myself, using my IRA to set up an IRA-LLC and buy rental real estate. I...

• What happens to future RMDs when primary beneficiary die in Stand Alone Trust ? Does designated trust keep receiving...

If you're receiving a distribution from your employer's retirement plan, such as a 401(k) or 403(b) plan, you have the choice to roll over those funds tax-free to an IRA. There are two ways to do that. Click below to hear more about each choice.

This happened to a friend a few years ago, and she just realized it. She was aware that funds were...