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An individual is likely to “inherit” his father’s IRA as designated beneficiary during his 60s or 70s. If he uses...

In the current issue of its newsletter, Employee Plans News (Issue 2013-3, September 13, 2013), IRS has an article on one of the differences between divorce and legal separation as it impacts employer retirement plan rules.

At age 66, I started distributions and now am making over $200k per year. Can I pay back the money...

This week's Slott Report Mailbag looks at naming minors as IRA beneficiaries, something we cover in some depth in other articles, as well as the RMD (required minimum distribution) rules around annuities. Click to read a Q&A with our IRA Technical Expert.

I wrote in about two months ago about my IRA dilemma. I did two IRA rollovers within a 12-month period...

Did you miss the October 15th extended tax filing deadline? Ed Slott and Company IRA Technical Consultant Jeffrey Levine details 3 things you should do right away if you missed this important tax date.

Someone purchased a Prudential variable annuity in 2007 from part of the funds in their Merrill Lynch IRA. Afterwards, they...

When you receive an IRA distribution that is payable to yourself (a rollover), you have 60 days after you receive the distribution to complete a tax-free rollover. If you don't complete the rollover within that 60-day period, the IRA distribution is not rollover eligible, which means it’s taxable to you.

Several years ago a new client rolled 100% of their 401k to an IRA. The 401k contained after-tax dollars (about...

I received a beneficiary traditional IRA in 2011 after my mother (age 81) passed away in January of that year....