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Got a call from an advisor today that is in a spot. The client filled out distribution form and a...

It is my understanding that one can use monies from a qualified IRA, SEP, PSP, KEOUGH, etc to fund an...

Vanguard convert it to a Roth IRA early in 2013 but now it is being taxed as a IRA distribution....

As we enter April 2014, many of you are having your taxes prepared for 2013. Maybe you're having your taxes done by a professional tax-preparer such as a CPA or other professional, or maybe you’re doing it yourself - hello Turbo Tax! Click to learn how to avoid a 50% penalty on your RMD.

If someone who turned age 70 1/2 did NOT take their first mandatory required minimum distribution (RMD) last year, they MUST take it by today (April 1) as well as their 2014 RMD by year end. Levine discusses the nuts and bolts of what you need to know in the video below.

Read what Ed has to say about the advice he would give a 30-year-old Ed Slott.

The 2014 tax season is quickly coming to a close and chances are you either have grumbled over your tax bill, or soon will. The question is, when you do that, should you be longing for “the good ol’ days” when taxes were lower, or should you be counting your blessings that you have today’s tax rates to contend with and not those of years’ past? In all likelihood, a little bit of both is true. Click to read about the history of income tax in America.

Hello I am new to this forum and had a question on ira distributions.. I lived in NJ until 2010...

What are the options for an Inherited IRA on the death of the person who inherited that IRA? The IRA...

The latest TIAA-CREF survey finds that fewer than 1 in 5 Americas are contributing to an IRA, potentially missing tax and savings benefits. The survey, conducted by an independent research firm between February 13-16, 2014, showed that just 17% of respondents contributed or were contributing to an IRA in 2014 - down from 19% last year and 22% in 2012.