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Hi all, Client has after tax and pre tax money in 401k plan. Can he roll the after tax money...

This week's Slott Report Mailbag answers questions about inherited IRAs and naming a trust as the beneficiary of employer plan retirement assets. This to read a Q&A with our IRA Technical Expert.

Client passed away (54yrs old) last year. Had his IRA go into a trust for his daughter who is 21....

My daughter, age 60, passed away March 2013 and the beneficiary of her traditional IRA was “estate of Sarah ___________________”....

We have a client who’s husband passed away in July of 2012 and whom had already been taking RMD’s. In...

As a preface to my question, I have a retired client sge 70 1/2, who is about to roll over...

Good Afternoon What are the applicable rules when a trust inherits a T-IRA and the underlying trust beneficiary subsequently passes...

Whenever you receive an IRA distribution, you have 60 days from the day you receive it to roll it over, tax-free, to another IRA. The failure to complete a rollover within 60 days means the funds aren't eligible for rollover, and that means the IRA distribution will be taxable to you. Also, if you’re under age 59 ½ at the time, the 10% early distribution penalty will apply. But in some cases, you can get more time to complete a tax-free rollover.

How is a distribution made after taxpayer has reached 70 1/2 years directly by the trustee to a charity (...

Private Letter Ruling 201347025 is an IRS first when it comes to the 60-day rollover rule. A taxpayer we will call "Ron" asserted that his failure to accomplish IRA rollovers within the 60-day rollover window was due to inaccurate advice from an IRS agent. Click to find out what happened to Ron.