Site search

If client converts a non deductible IRA to Roth tax free, then later during the same calendar year rolls a...

Have a question as to if anyone has any good solutions to a unique incident. (names changed to CLIENT and...

I would like to start annual conversions from an IRA to a Roth IRA at age 57 and continue them...

I would like to leave both my own and my spouse’s Traditional IRA accounts to a SINGLE trust upon our...

The 60-day IRA rollover rule is well documented, but there's another special rule (the 65-day rule) for IRA trust beneficiaries and trustees. Ed Slott IRA Technical Expert Jeffrey Levine takes you through the nuts and bolts of the rule in the IRAtv video below.

I want to open a custodial IRA for 2013 for my minor child. How can I fund this retirement account...

The IRS updated the 2013 version of Publication 560, Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) For use in preparing 2013 Returns. This publication contains basic information on employer retirement plans such as simplified employee pension (SEP), savings incentive match plan for employees of small employers (SIMPLE), and qualified retirement plans.

If the IRA owner dies after the RBD (and, consequently, has been taking RMDs for some period of time), my...

Asset valuation is coming under greater scrutiny. It started with valuations used for calculating estate tax. IRS questioned valuation discounts used in many estates and was successful in many of these challenges.Then came the housing crash, the market crash and the mortgage security problems in 2006 and beyond. As a result, the SEC (Securities and Exchange Commission) is now looking harder at how illiquid investments in alternative funds are being valued.

I retired a few years ago with the HSA required high deductible health insurance. The employer will also continue a...