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Ed Slott and Company IRA Technical Consultant Jeffrey Levine lays out 3 different ways you can give to charity in 2013, how charitable giving can help you at tax time and key strategies to take advantage of before the end of the year. It's December, so with that in mind, we lay out 3 ways you can give to charity in 2013.

My wife just found out she inherited an IRA from her dad, who died in 2002 at age 54. Why...

My client owned a non-traded REIT in her IRA that went public this fall. Client chose to rollover the shares...

Not only are the holidays upon us, but it is time to make sure that required distributions (RMDs) from retirement plans are taken before year end (or before the cutoff date imposed by the IRA custodian). One question that comes up frequently is what RMDs can be added together. We answer this in detail below.

Good Afternon I am in need of guidance on this unusual fact pattern FACTS: T-IRA owner, 80, passed away in...

Can the after-tax portion of a Pension Lump Sum rollover be deposited into a Roth IRA? Will it count as...

Hi all, Client has after tax and pre tax money in 401k plan. Can he roll the after tax money...

This week's Slott Report Mailbag answers questions about inherited IRAs and naming a trust as the beneficiary of employer plan retirement assets. This to read a Q&A with our IRA Technical Expert.

Client passed away (54yrs old) last year. Had his IRA go into a trust for his daughter who is 21....

My daughter, age 60, passed away March 2013 and the beneficiary of her traditional IRA was “estate of Sarah ___________________”....