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If you own a business and currently don’t have a company retirement plan, consider opening a SEP (Simplified Employee Pension) for 2013 (that's not a misprint in dates). A SEP is a relatively uncomplicated employer retirement plan that uses an IRA as its funding vehicle. Click to find out why business owners should consider a SEP IRA for 2013.

It's never too late (or early) to get started on your 2014 retirement planning. There are certain building blocks that Ed Slott, America's IRA Expert, believes are the foundational keys to a successful long-term retirement plan. He goes through them in considerable detail in the IRAtv video below (click here to watch in browser), and here's a quick-hitting list of the key building blocks.

I turned 70 1/2 last year. My company’s rep suggested a NUA strategy, and delaying payment of my 401K 2013...

In 2008 at age 64 the employee retired and elected a distribution of only the “after tax” balance, would this...

Interesting things are happening in the courts with regard to retirement plans, specifically 60-day IRA rollovers and inherited IRAs in bankruptcy. Click for an update on what's happening.

We have client who established a 401k last year. The owners did not want any matching or company contribution. The...

With a Roth IRA established in 2010 when I was already over 59 1/2, excess contributions were made in 2010,...

Are the rules different for 401(k) and IRA distributions in the year you turn age 70 1/2? We answer that questions and two others in this week's Slott Report Mailbag.

Yesterday, President Obama unveiled his Fiscal Year 2015 Budget. As has been the case with previous budgets, this year’s version includes a number of proposed changes aimed at retirement accounts. Six out of the 7 provisions detailed below, or similar versions of them, were included in President Obama’s Fiscal Year 2014 Budget last year.

I know that investment advisory fees paid directly from an IRA account are not deductible because the fees coming out...