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Father is 67 and retiring from corporate life (last week). Liquid Net worth of $930K made up of lump sum...

This week's Slott Report Mailbag gets into the Roth IRA 5-year rules - as well as the once-per-year-rollover-rule and disclaimer planning. These topics showcase the depth of IRA distribution and retirement planning and the intricacies, detail and potential danger involved in this area.

Taxpayer had maxed out elective deferrals in 403b at job. She also had consulting income. She set up solo 401k...

With Veteran's Day quickly approaching, Ed Slott and Company IRA Technical Consultant Jeffrey Levine detailed 3 retirement-related tax breaks members of the United States armed forces can take advantage of before year-end.

In setting up a SEPP, do you have to use the total value of ALL of your IRA’s or just...

When you first open an IRA with a financial institution (custodian), you have to sign the custodian's IRA contract. This IRA contract must contain an IRA agreement and an accompanying disclosure statement. Usually both these documents are contained in one IRA contract, with the disclosure statement attached right behind the IRA agreement.

Many of the retirement plan annual limits are indexed for inflation. IRS has just released the plan limits for 2014. We look at those limits in some detail below.

I have 2 clients, one 56 years old and the other 60 years old. Both want to convert their respective...

I have a client with a $1.1 million dollar 401k that we’d like to rollover to an IRA. He turns...

Most of us know about the 10% early distribution penalty, and still many of us know there are certain ways to avoid it. One of those ways is the "age 55 exception." We look at the "age 55 exception" FAQs in the question-and-answer segment below.