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Father passed away in 2013 after required beginning date. Final RMD for father was taken before transfer to son (sole...

Ed Slott's Elite and Master Elite IRA Advisor Groups are convening this week at the Rosen Centre in Orlando, Florida for our semi-annual workshop. Are you a financial advisor interested in what makes Ed Slott's Elite IRA Advisor Group different from other training groups, or a consumer intrigued by what being an "Elite Advisor" means for you as a client of an educated advisor? Click for details!

My client’s father is deceased. He left a will drafted in the 1960s. The court has appointed her to oversee...

IRS has announced that they are going to go along with the Tax Court decision in the Bobrow case, but they won’t do so until at least January 1, 2015. What's this mean? We detail this ruling below.

I have a client that has left there IRA to a citizen of Japan. How is that taxed?

This week's Slott Report Mailbag includes questions about retirement planning funds on the move, namely withdrawing funds and dealing with its tax consequences. Click to read this week's Q&A with our IRA Technical Expert.

Husband-63, Wife-57, husband died last month and left his Roth to the wife. Roth is about 10 years old. Correct...

My client age 53 will be investing into an inherited IRA with $110,000 from his wife’s TDA. How do you...

Sister 1 died and left an IRA to Sister 2. Sister 2 elected to stretch the bene IRA out over...

I have an IRA in the process of being transferred from existing Custodian to new Custodian. All but one “GNMA...