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Our client left employment with GE ten years ago at age 46. GE stock and other investments still in GE...

2014 is almost here, but we wanted to open the Slott Report Mailbag one last time to answer some pressing year-end retirement planning questions, as well as several issues with decisions that will come in the new year. Click to read this week's Q&A with our IRA Technical Expert.

If employee’s 401k holds pretax, aftertax, and Roth amounts, what is best way to distribute/rollover? Preference is to roll over...

I’m curious if anyone has any thoughts on this situation. My client has inherited an IRA from his father who...

It is year-end. Retirement account owners and beneficiaries are grappling with required distributions for 2013 and, in some cases, with missed distributions from prior years. When there is a missed distribution, we constantly get the question, “Do I have to do an amended tax return?” The answer is, “No.”Distributions from retirement accounts are taxable to the recipient in the year in which the funds come out of the account. Read more for some examples.

A man is 56 and inherited an IRA from his mother. She was making Required minimum distributions and he is...

AFTER I CALCULATE MY MINIMUM DISTRIBUTIONS FROM MY 401K AND IRA PLANS. CAN I TAKE THE COMBINED MINIMUM FROM EITHER...

"Don't Let the IRS Gobble Up Your IRA," yet if you listen to the national newspaper article we read yesterday, that's exactly what the IRS will do. This article's author makes major mistakes, using the wrong IRA minimum distribution table in his example, using the wrong percentage when talking about required distributions from your IRA balance and more.

IRS Private Letter Ruling 201342017 is a ruling that involved a Ponzi scheme in an IRA. An IRA owner we will call "Alex" asserted that his failure to complete his IRA rollover within the 60-day rollover window was because his financial adviser engaged in a Ponzi scheme.