Site search

A new client of mine has been making TIRA contributions since the 70’s. The early contributions in the 70’s and...

Contributing to a retirement account EARLY in your life and EARLY in the year can pay big dividends over the long run. How? We explain below.

Taxpayer has 401Kk plan with pretax and after tax contributions and accumulated earnings. (no Designated Roth Accounts). Question – Can...

Are contributions into a qualified plan which are made after tax eligible to be converted or rolled over to a...

The first Slott Report Mailbag of 2014 involves several topics we go into detail on at our 2-Day IRA Workshop. Spousal waivers, the 60-day IRA rollover window and required minimum distributions are the topics of the day, and our team of IRA Experts answered each below.

Scenario 1: Individual makes non-deductible contribution to a TIRA and invests the majority of the money in stocks. Stocks lose...

My friend’s husband is an active employee as a professor. He is turning 70 1/2 by the end of 2014....

An IRA account owner or beneficiary died and there was no named beneficiary for the account. The obvious question comes, "Who inherits the account and how do you calculate the required distribution?" Click to find the answer.

Hi When is a person eligible to make their first catch-up contribution? Is it the year in which they turn...

The holidays are over. New Years has come and gone. Now, of course, it's time to get ready for - cue the Andy Williams' music - "the most wonderful time of the year." Tax time! Here we give 3 tips to help you prepare.