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In Feb 18 2011 I OPENED A TRAD IRA UNDER MY NAME FOR $6,000 (I AM 62). THIS TIRA WAS...

In Feb 18 2011 I OPENED A TRAD IRA UNDER MY NAME FOR $6,000 (I AM OVER 62). THIS TIRA...

Is it acceptable to mail 2013 form 5329 and letter of explanation now for a missed 2013 MRD instead of...

Every year, my wife and I bump right up against the income limits of what is allowed in order to...

You have inherited an IRA or you have turned age 70 ½ and now have to take required distributions (RMDs). But you don't need (a relative term of course) the money and you would rather not pay the tax on money you don't need. So what can you do? Click to find out.

A new client of mine has been making TIRA contributions since the 70’s. The early contributions in the 70’s and...

Contributing to a retirement account EARLY in your life and EARLY in the year can pay big dividends over the long run. How? We explain below.

Taxpayer has 401Kk plan with pretax and after tax contributions and accumulated earnings. (no Designated Roth Accounts). Question – Can...

Are contributions into a qualified plan which are made after tax eligible to be converted or rolled over to a...

The first Slott Report Mailbag of 2014 involves several topics we go into detail on at our 2-Day IRA Workshop. Spousal waivers, the 60-day IRA rollover window and required minimum distributions are the topics of the day, and our team of IRA Experts answered each below.