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IRA owner husband died 12-18-2013 at age 77 (birthday 6-17-1936). RMD was taken before he died in 2013. Assets are...

Facts: husband – age 90 dies in May – spouse is primary beneficiary – children as contingent beneficiaries of both...

As we begin 2014, many of you who are charitably inclined have asked us about the status of QCDs (qualified charitable distributions). QCDs, known as charitable IRA rollovers, are a way of moving your IRA money tax-free to a charity.

My client has an inherited IRA and failed to take the remaining RMD not taken by her deceased father. Is...

I will be 70 on Jan. 2, 2018, so I will be 70-1/2 in 2018. Suppose I work until Dec....

Our client left employment with GE ten years ago at age 46. GE stock and other investments still in GE...

2014 is almost here, but we wanted to open the Slott Report Mailbag one last time to answer some pressing year-end retirement planning questions, as well as several issues with decisions that will come in the new year. Click to read this week's Q&A with our IRA Technical Expert.

If employee’s 401k holds pretax, aftertax, and Roth amounts, what is best way to distribute/rollover? Preference is to roll over...

I’m curious if anyone has any thoughts on this situation. My client has inherited an IRA from his father who...

It is year-end. Retirement account owners and beneficiaries are grappling with required distributions for 2013 and, in some cases, with missed distributions from prior years. When there is a missed distribution, we constantly get the question, “Do I have to do an amended tax return?” The answer is, “No.”Distributions from retirement accounts are taxable to the recipient in the year in which the funds come out of the account. Read more for some examples.