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In this month's Ruling to Remember, we take a look at Private Letter Ruling 201339002, submitted in late September 2012 as a waiver request to the 60-day IRA rollover requirement.

If you are on furlough thanks to the government shutdown and thinking about taking a distribution from your IRA, here are some things you need to know.

This week's Slott Report Mailbag includes information on opening non-deductible IRAs for the purpose of a backdoor Roth IRA, 401(k) beneficiary issues and if RMDs (required minimum distributions) can be converted to a Roth IRA.

For over a week now, the federal government has been partially shut down - what some news outlets have called a slim down - thanks to Congress' inability to come together on any sort of agreement that would have prevented, or at least delayed the issue at hand.

A 45 year old German citizen, working for 6 years in the United States on a working visa, contributed a...

When you switch jobs or retire, you are generally entitled to a full distribution from your company retirement plan funds such as a 401(k). You must be given the option to roll over those funds to an IRA. Certainly, a rollover to an IRA is a great decision most of the time. A direct rollover to an IRA is tax-free and keeps your retirement funds intact and growing on a tax-deferred basis.

Last week, America's IRA Experts descended on San Diego, California for our 2-Day IRA Workshop, Instant IRA Success. While we were in San Diego, we took the time to record some interactive, informational roundtables from the 30th floor overlooking the bay at the beautiful Grand Manchester Hyatt.

Good morning, We counseled a client to use the NUA provision concerning the rollover of their 401K. The stock was...

Many times we get the question “Do the 60-day rollover rules apply to Roth IRAs?” The answer is, yes. We explain why in detail below.

I’m a financial advisor and have never encountered this fact pattern before. In the 1980s and 1990s it was common...